Cheryl Werbeloff
Cheryl Werbeloff is a registered investment advisor at Kensington Financial Advisors LLC, based in Roseland, NJ, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 91 clients with $160M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $8.0M | 0.60% |
| $8.0M - $16.0M | 0.50% |
| $16M+ | 0.40% |
Fees are negotiable. In limited circumstances, Kensington Financial Advisors may charge up to 1.50% for accounts less than $500,000.
Fee Estimator
Location
101 Eisenhower Parkway, Suite 300, Roseland, NJ, 07068
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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
Kensington Financial Advisors LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations1 state
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