Lance Cherry is a registered investment advisor at Markowski Investments, based in Murray, KY, with 18 years of industry experience. Lance 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, Tax Planning. Their firm serves 1,275 clients with $470M 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 $250K | 1.50% |
| $250K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for amounts above $10,000,000 are negotiable. Fees may also be higher or lower due to special client situations or extraordinary circumstances.
Fee Estimator
Location
518 S. 12th Street, Murray, KY, 42071
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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
Lance is the owner of Cherry Wealth Management since 2022, which is an investment-related activity.
Employment History
Current Registrations
Markowski Investments
Previous Registrations
Truth of Investing LLC
Truth of Investing LLC
Caitlin John, LLC
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
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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