Sherwood Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. It is a fee‑only fiduciary that manages approximately $84 million in client assets for 41 clients and bills advisory fees as a percentage of assets under management.
The firm’s investment process emphasizes asset allocation and careful security selection, deploying mutual funds, ETFs and individual bonds through Charles Schwab Institutional as custodian. It does not accept commissions and offers comprehensive planning services (cash‑flow, tax, retirement, estate and insurance reviews); when monitoring employer retirement accounts or annuities on a non‑discretionary basis, clients are asked to provide periodic account statements.
Distinctive features include a small, boutique solo‑advisor structure with a relatively high asset‑per‑client ratio and formal continuity arrangements — an external associate from Edelman Financial Engines designated for immediate continuity and a succession agreement with Viridian Advisors for longer‑term transition planning. The firm also does not vote proxies on client securities (clients retain voting authority) and discloses membership in NAPFA along with ongoing continuing‑education and media activities as part of its professional profile.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.90% $2,500,000 - $5,000,000: 0.80% $5,000,000+: 0.70%
Minimum fee: Minimum fee is $250 per quarter, which may be waived or reduced at the firm's discretion. Fee-only: Firm is strictly fee-only, no commissions, no commissions accepted in any form.
Main office
Redmond WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Eric Linger · Linger, Eric · Linger, Eric J. · Linger, Eric Jay · Sherwood Investment Services · Sherwood Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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