Cherie Putman
Cherie Putman is a CFP-designated registered investment advisor at Putman Capital Management, INC., based in Torrance, CA, with 24 years of industry experience. Cherie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 22 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable. PCM may recommend Dimensional Funds Advisors LP as a sub-adviser, which has additional fees.
Fee Estimator
Location
3528 Torrance Boulevard, Suite 219, Torrance, CA, 90503
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 ActivitiesSells Insurance
Cherie is the owner of a CPA firm since 1995, dedicating full-time hours to it. She also sells medical insurance and is involved in several other businesses and organizations, including John Modesti, Inc., Platinum Communications Multimedia Cable Specialist, Inc., and Women's Wellness and Wealth.
Employment History
Current Registrations
Putman Capital Management, INC.
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 states
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