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Mcsherry & Associates, LLC (Lake Geneva)


Mcsherry & Associates, LLC is a large advisory firm based in Lake Geneva. It manages $89.78 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Illinois, North Dakota, Texas, Vermont, and Wisconsin.

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Mcsherry & Associates 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 less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcsherry & Associates: assets under management

The assets under management (AUM) of Mcsherry & Associates, LLC is $89.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $89.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $440.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcsherry & Associates, 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 Mcsherry & Associates, 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 Greenfield, 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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