CARL P. SHERR & CO., LLC
Worcester, Massachusetts
CARL P. SHERR & CO., LLC is a reputable investment advisory firm headquartered in Worcester, MA. With over 50 years of experience in the financial industry, they have established themselves as a trusted partner for individuals seeking expert guidance in managing their wealth. Operating out of a single office, the firm is home to a dedicated team of five professionals, three of whom specialize in providing comprehensive investment advisory services. On average, each investment advisor at CARL P. SHERR & CO., LLC oversees approximately $117,020,000 in assets under management, a figure that aligns with industry standards. The firm's...
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Assets Under Mgmt

$351.05M

Investment Professionals

3

Locations

0

% 401K & Individual

9%

% Discretionary

92%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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