Cherry Laska is a CFP-designated registered investment advisor at Trillium Wealth LLC, based in Winter Park, FL, with 8 years of industry experience. Cherry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 629 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees range up to a maximum annualized fee of 1.75% of assets under management. Alternatively, clients may negotiate a fixed annual fee ranging between $5,000 and $100,000. Fees are negotiable based on account size, asset types, complexity, and other factors.
Fee Estimator
Location
230 S New York Ave, Suite 200, Winter Park, FL, 32789
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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
Cherry is a fiction novel author since 2009, dedicating minimal time outside business hours. Cherry also works as a life insurance agent, selling life and long-term care insurance, dedicating a few hours per week.
Employment History
Current Registrations
Trillium Wealth LLC
Previous Registrations
Capital Financial Services LLC
Cwm, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations4 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.
Exams
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