Cheryl Sova is a registered investment advisor at Charter Wealth Management, based in Raleigh, NC, with 26 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 119 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Charter Wealth Management provides investment management through third-party investment managers. The firm assesses an annualized asset-based fee up to 1.50% for accounts where Charter Wealth Management provides its investment supervisory services. Fees are calculated based on the value of the account and billed quarterly. For third-party investment management programs, fees generally range from 0.25% to 2.00%, depending on the program, manager, account size, and services provided. Charter Wealth Management's fees are separate from the third-party manager fees.
Location
Raleigh, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheryl owns Button Box, LLC, an online retail and e-commerce business, since April 2020. She spends a few hours per week on this activity.
Employment History
Current Registrations
Charter Wealth Management
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Centura Securities INC.
RBC Centura Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw 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.