Cheryl Mccarthy
Cheryl Mccarthy is a registered investment advisor at Gradient Investments, LLC, based in New Port Richey, FL, with 22 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26,563 clients with $8.2B 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 | 2.00% |
Strategic Portfolios: 2.00% annually. Tactical Portfolios: 1.80% annually. Allocation & Defined Outcome Portfolios: 1.70% annually. Preservation Portfolios: 1.00% annually. Private Wealth Series: 1.50% annually. Fees are negotiable.
Fee Estimator
Location
2144 Seven Springs Blvd., New Port Richey, FL, 34655
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Regulatory History (1)
Regulatory
December 2016Other Business ActivitiesSells Insurance
Cheryl operates as a sole proprietor under the name Common Cents Tax and Financial Services, offering fixed insurance and physical gold & silver sales, and CommonCents Tax and Accounting Services, Inc, providing accounting and tax services. She also works as a sub-contractor providing legal services. The insurance and gold/silver sales take a few hours per week, while the other businesses take about a third of her time.
Employment History
Current Registrations
Gradient Investments, LLC
Commoncents Wealth Advisors, LLC
Previous Registrations
Gradient Securities, LLCBroker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Gunnallen Financial, INCBroker
1st Discount Brokerage, INC.Broker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
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.