Cheryl Red
Cheryl Red is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in South Barrington, IL, with 23 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
100 West Higgins Road, Suite A-1, South Barrington, IL, 60010-9408
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Nuveen Securities, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Harris Associates Securities L.P.Broker
State Registrations7 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.
Exams
More Advisors
- Jeffrey Scheider, CFP, ChFCVestgen Advisors, LLC
- Daniel Savas, CFPRaymond James Financial Services Advisors, INC
- Joseph Lyons, CFP, ChFCVestgen Advisors, LLC
- Edward Scoby, CFPSequoia Wealth Management, LLC
- Stanley Nieminski, CFP, PFSFortis Capital Advisors, LLC
- John Spisa, CFPVermillion Financial Advisors, INC.