Cheryl Mcavoy
Cheryl Mcavoy is a registered investment advisor at Mcavoy Kemp Wealth Management, LLC, based in Columbus, IN, with 21 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 110 clients with $64M 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 $200K | 1.40% |
| $200K - $300K | 1.20% |
| $300K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fees may be discounted on an account-by-account basis.
Fee Estimator
Location
2121 25th Street, Suite A, Columbus, IN, 47201-3214
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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 is a board member for Columbus City Utilities since 1999, dedicating minimal time. She is also a managing partner for Simon Media LLC since 2013 and a managing member of James A. Jessen Legacy Family Farms, LLC since 2021, dedicating minimal time to each.
Employment History
Current Registrations
Mcavoy Kemp Wealth Management, LLC
Cambridge Investment Research, INC.Broker
State Registrations1 state
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