Cheryl Bott
Cheryl Bott is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in St. Petersburg, FL, with 18 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
9500 Koger Boulevard North, Suite 104, St. Petersburg, FL, 33702
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Cheryl is the co-owner of B&B Commercial Laundry Installation, LLC, a business that installs commercial laundry equipment. She spends minimal time on this non-investment related business.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Holifield Financial Advisory Services/prosper Financial Advisers
United Capital Financial Advisers
Stancorp Investment Advisers, INC.
Florida Financial Advisors, INC.
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.