Cheryl Sherrard is a CFP-designated registered investment advisor at Clearview Wealth Management, based in Charlotte, NC, with 15 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 6 more. Their firm serves 144 clients with $180M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are non-negotiable. Immediate family members of firm associates have a separate discounted fee schedule starting at 0.75% and dropping to 0.30% for balances over $1,500,000 with no minimum annual fee.
Fee Estimator
Contact
Cheryl Sherrard
Location
6836 Carnegie Blvd., Suite 200, Charlotte, NC, 28211
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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 →Employment History
Current Registrations
Clearview Wealth Management
Previous Registrations
Rinehart Wealth Management
State Registrations2 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
Additional Information
Cheryl believes that exceptional client care involves a deep understanding of each family’s unique situation, resources, and goals. She believes listening well is one of her greatest gifts to clients and is trained as a Stephen Minister to better focus on hearing her clients. Cheryl views her client’s financial situation as a set of interrelated parts, which need to work together to help them achieve their lifelong goals. She helps clients evaluate the risks to their future, concentrate on the aspects of their financial lives they can control and reduce the impact of those aspects which are out of their control. She believes the financial planning process is a never-ending one, because each person’s life is continually changing, and their plan must be dynamic and adapt to those changes.
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