Cheryl Czyz is a registered investment advisor at Navellier & Associates INC, based in Reno, NV, with 11 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 1,303 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navellier & Associates manages investments for a fee based on a percentage of your portfolio. The annual fee typically ranges from 0.30% to 1.25% depending on the investment strategy. Fees are calculated quarterly, in advance, based on the portfolio's market value. There is no minimum fee. If you end your relationship with Navellier before the end of a quarter, you'll receive a pro-rata refund.
For Private Client Group clients, the fees are:
- $500,000 to $1,500,000: 1.00%
- $1,500,001 to $2,500,000: 0.85%
- $2,500,001 to $5,000,000: 0.70%
- Over $5,000,000: 0.60%
Accounts under $500,000 are billed at 1.25%.
Location
One E. Liberty, Suite 504, Reno, NV, 89501-2107
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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.
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Cheryl works as a marketing associate for Navellier and Associates, Inc., an investment advisory firm, since 1994. She dedicates about 10-20% of her time to the investment advisory firm and a few hours per week providing market support to wholesalers and registered reps.
Employment History
Current Registrations
Navellier & Associates INC
State Registrations1 state
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