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Sherr & Co. have?","answer":"Carl P. Sherr & Co. has 292 clients and manages $505 million for them, as of March 2026. They include 187 high-net-worth individuals, 100 individual clients and 5 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Carl P. Sherr & Co. offer?","answer":"Carl P. Sherr & Co. provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Carl P. Sherr & Co. charge?","answer":"Carl P. Sherr & Co. charges 0.50%–1.50% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.","source":"CARL P. SHERR & CO., LLC 2026 ANNUAL FIRM BROCHURE, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Carl P. Sherr & Co. use?","answer":"Carl P. Sherr & Co.’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $494M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Carl P. Sherr & Co. have?","answer":"Carl P. Sherr & Co. has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Carl P. Sherr & Co. invest in?","answer":"At the end of its last fiscal year, Carl P. Sherr & Co.’s separately managed accounts held 45% exchange-traded equities, 43% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 3% other, 2% state and local bonds and 1% investment grade corporate bonds. The 3% other category is described as: Variable Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Carl P. Sherr & Co.?","answer":"Carl P. Sherr & Co.’s direct owners are Gary Sherr (50% to 75%) and Edward Sherr (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Carl P. Sherr & Co. get paid?","answer":"Carl P. Sherr & Co. is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Carl P. Sherr & Co.?","answer":"Carl P. Sherr & Co.’s main office is at 446 Main Street, Worcester, MA 01608. Its phone number is 508-791-7126. 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