Mary Cherba is a registered investment advisor at Financial Directions LLC, based in Tucson, AZ, with 26 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,344 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Directions LLC primarily charges a percentage of the value of your portfolio each year. However, retainer fees can also be negotiated. The percentage charged decreases as the value of your portfolio increases:
- First $1,000,000: 1.00%
- $1,000,001 - $3,000,000: 0.6% - 1.00%
- Over $3,000,000: 0.5% - Negotiable
- Over $5,000,000: Negotiable
For accounts under a retainer, the fees are:
- $0 - $150,000: $100 - $1500 per year
- $150,001 - $1,000,000: $1500 - $10,000 per year
- $1,000,000 - $3,000,000: $10,000 - $15,000 per year
- Over $3,000,000: $15,000 - Negotiable per year
- Over $5,000,000: Negotiable per year
Location
1228 East Prince Road, Tucson, AZ, 85719
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 →Other Business Activities
Mary is a tax preparer, preparing individual tax returns for a select few advisory clients since 2005. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Financial Directions LLC
Previous Registrations
Triad Advisors LLCBroker
Royal Alliance Associates, INC.Broker
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.