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Mcsherryassociates LLC (Lake Geneva)


Mcsherryassociates LLC is a large advisory firm based in Lake Geneva. It manages $198.86 million of regulatory assets for 689 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, Florida, Illinois, and 6 other states.

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Mcsherryassociates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcsherryassociates: assets under management

The assets under management (AUM) of Mcsherryassociates LLC is $198.86 million. The firm's AUM has grown by 121% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $195.58 million in discretionary accounts and $3.28 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $311.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $53.8 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcsherryassociates LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Geneva

The principal office where Mcsherryassociates LLC performs its advisory services is located at 875 Townline Rd., Lake Geneva, WI 53147, which is also the mailing address of the firm. An additional office of the firm is in Milwaukee, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-348-9981 or by fax 262-348-9982. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mcsherry@estateplanr.com.


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