Cheryl Charney
Cheryl Charney is a registered investment advisor at American Investors CO, based in Oakland, CA, with 38 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. A fixed percentage rate of 1.5% or a negotiated fixed annual fee is also available in lieu of the tiered schedule.
Fee Estimator
Location
1300 Clay Street, #600, Oakland, CA, 94612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cheryl is an officer/manager at Professional Staffing Group, Inc. (DBAs Trust Administrators, Inc., RAC Insurance & Financial Services, Inc., Benefit Services, Inc.) since 1984, focusing on health insurance sales and service, client support, and office management, dedicating about half of her time to this business.
Employment History
Current Registrations
American Investors CO
American Investors Company
American Investors CompanyBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Cypress Capital CorporationBroker
Private Ledger Financial Services, IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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