CM
CFP
CM
CFP
Cheryl Moss
28 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
375 clients
Average Client Portfolio
$968K average
Assets Under Management
$362.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable. HWM may also negotiate a fixed annual fee based on assets under supervision.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
727 Cormier Road, Suite 101, Green Bay, WI, 54303
Get directionsHistory
Regulatory History
Clean regulatory record
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
Cheryl owns C.Moss, LLC, providing income and estate tax planning and preparation services since 1996, dedicating a few hours per week. Cheryl is also a licensed insurance agent.
Employment History
Current Registrations
Harbor Wealth Management, LLC
January 2017 - Present · 9 yrs 2 mos
Previous Registrations
Harbor Wealth Management, LLC
June 2013 - December 2016 · 3 yrs 6 mos
Midwest Professional Planners, LTD.
October 2002 - January 2008 · 5 yrs 3 mos
AXA Advisors, LLC
April 1997 - June 2013 · 16 yrs 2 mos
State Registrations1 state
WI
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.