Cheryl Morhauser
Cheryl Morhauser is a CFP-designated registered investment advisor at Cheryl Morhauser & Associates, based in Grass Valley, CA, with 8 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 23 clients with $22M 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 $150K | Included |
| $150K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M+ | 0.90% |
Assets under $150,000 have a flat annual fee of $1,800. Fees are negotiable and existing client relationships may have different rates.
Fee Estimator
Contact
Cheryl Morhauser
Location
Grass Valley, CA
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2012Judgment / Lien
March 2012Judgment / Lien
December 2009Employment History
Current Registrations
Cheryl Morhauser & Associates
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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