A complete list of active advisors currently associated with Sherrill & Hutchins Financial Advisory Inc

Warmer can help you find a great advisor at Sherrill & Hutchins Financial Advisory Inc or one who fits your needs even better.

Sherrill & Hutchins Financial Advisory provides financial planning, discretionary investment management, retirement plan advisory and estate distribution services to individuals, pension and profit‑sharing plans, trusts, estates and not‑for‑profit organizations. The firm manages approximately $623.7 million for about 409 clients and offers a Wealth Management program for clients with roughly $1,000,000 or more in investable assets, as well as the ability to manage “held‑away” retirement accounts via a third‑party platform. The firm implements client portfolios under individualized Investment Guidelines on a discretionary basis, favoring diversified allocations to no‑load mutual funds and ETFs and employing long‑ and short‑term purchase strategies and periodic rebalancing. Investment recommendations are developed by a firm investment committee and supported by a third‑party consultant for mutual fund due diligence, with at‑least‑annual reviews offered for ongoing clients. Noteworthy aspects of the firm include its practice of permitting clients to borrow against their investment portfolios if the client elects to do so (the firm states it does not use margin as a firm strategy), while advisory fees are assessed on the gross account value — a combination the brochure identifies as a potential conflict of interest. The firm also provides held‑away account management through an order management system to rebalance retirement accounts and recently shifted billing to an average daily balance method, operating a relatively small advisory team while managing a sizable asset base.

To learn more about the advisors currently working at Sherrill & Hutchins Financial Advisory Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.