Cheryl Seifert is a CFP-designated registered investment advisor at Cavu Wealth Management, based in Kula, HI, with 30 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 367 clients with $170M 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 | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are blended. CAVU Wealth Management also offers a flat fee schedule of 1.50% per year.
Fee Estimator
Location
Kula, HI
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Other Business Activities
Cheryl owns and operates three businesses: Cheryl Seifert Grant Writing, Cheryl Seifert Business Plan Consulting and Writing, and Cheryl Seifert College Application Consulting, all since 2015. She dedicates minimal time to each of these activities after securities trading hours.
Employment History
Current Registrations
Cavu Wealth Management
Previous Registrations
Capital Financial Consultants Group, INC.
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
LPL Financial CorporationBroker
D.A. Davidson & CO.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
TD Waterhouse Investor Services, INC.Broker
TD Waterhouse Investor Services, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations3 states
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.