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Cherie Stokes is a registered investment advisor at The Mather Group, LLC, based in Lafayette, CA, with 19 years of industry experience. Cherie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 clients with $13B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
4,773 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$13.4B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3685 Mt. Diablo Blvd., Suite 200, Lafayette, CA, 94549
Get directionsHistory
Regulatory History (1)
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Financial
May 2019Final
Employment History
Current Registrations
The Mather Group, LLC
November 2025 - Present · 6 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2023 - November 2023 · 6 mos
Charles Schwab & CO., INC.Broker
August 2022 - November 2023 · 1 yr 3 mos
Wells Fargo Clearing Services, LLC
November 2016 - June 2019 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2016 - June 2019 · 2 yrs 10 mos
Charles Schwab & CO., INC.Broker
November 2006 - January 2016 · 9 yrs 2 mos
Howe Barnes Hoefer & Arnett, INC.Broker
August 2006 - November 2006 · 3 mos
Hoefer & Arnett, IncorporatedBroker
April 2002 - August 2006 · 4 yrs 4 mos
Scudder Investor Services, INC.Broker
April 2001 - April 2002 · 1 yr
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.