The Nalls Sherbakoff Group, LLC

The Nalls Sherbakoff Group, LLC is a registered investment adviser based in Knoxville, TN, established in 2013. The firm offers personalized investment advisory services, including portfolio management, financial planning, pension consulting, and educational seminars. They provide discretionary portfolio management services, requiring clients to grant them authority to manage accounts, including hiring and firing third-party advisers. The firm charges fees based on a tiered percentage of assets under management, with fees payable quarterly. Financial planning services are offered at an hourly fee of up to $300, with costs determined at the start of the relationship. Pension consulting services are tailored to the needs of employee benefit plans and fiduciaries. The firm primarily advises on equity securities, corporate debt securities, mutual funds, and ETFs. As of March 14, 2025, they manage $293,694,671 in client assets on a discretionary basis. The firm does not accept performance-based fees, participates in side-by-side management, or have any disciplinary information. They recommend brokerage services through Schwab Advisor Services and do not receive compensation from third parties for providing investment advice. The firm exercises limited custody over client funds, with an independent custodian holding client assets. Clients can grant discretion over their accounts, and the firm does not vote proxies on behalf of clients. The firm has no financial impairments and does not require prepayment of fees exceeding $1,200.