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Fields Sherry Annelle (Douglas)


Fields Sherry Annelle is a mid-sized advisory firm based in Douglas. It manages $1.3 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001.




Fields Sherry Annelle provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fields Sherry Annelle: assets under management

The assets under management (AUM) of Fields Sherry Annelle is $1.3 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts and $300 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $150 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fields Sherry Annelle for their services and products based on a percentage of assets under management. 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 Douglas

The principal office where Fields Sherry Annelle performs its advisory services is located at 102 N Second St, Douglas, WY 82633 The mailing address of the firm is 102 N Second St, Douglas, WY 82633. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-358-6868/1-800-829-2567 or by fax 307-358-9016. The normal business hours are 8am to 5pm on Monday - Friday.


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