Cheryl Andrew is a registered investment advisor at LPL Financial LLC, based in West Palm Beach, FL, with 12 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
500 S. Australian Ave., Suite 600, West Palm Beach, FL, 33401
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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
Cheryl works as a notary, and also provides administrative support to Ibex Wealth Advisors, LLC, an independent investment advisor firm. She dedicates full-time hours to her notary work and about a quarter of her time to Ibex Wealth Advisors.
Employment History
Current Registrations
LPL Financial LLCBroker
Ibex Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Transcend Capital Advisors, LLC
Tfs Securities, INC.Broker
Triad Advisors LLCBroker
Olden Lane Securities, LLCBroker
Fcg Advisors, LLCBroker
Beech Hill Securities, 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.
Exams
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