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Mcsherry Anderson, LLC (Lake Geneva)


Mcsherry Anderson, LLC is a large advisory firm based in Lake Geneva. It manages $178.08 million of regulatory assets for 657 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, Florida, Illinois, and 14 other states.

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Mcsherry Anderson 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.

Mcsherry Anderson: assets under management

The assets under management (AUM) of Mcsherry Anderson, LLC is $178.08 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $177.02 million in discretionary accounts and $1.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $289.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.62 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcsherry Anderson, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Geneva

The principal office where Mcsherry Anderson, 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 Barrington, IL. 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 8:00 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.mcsherryassociates.com.


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