Dempster Cherry
Dempster Cherry is a registered investment advisor at D'arcy Wealth Management, INC. - a California Corporation, based in Corona, CA, with 13 years of industry experience. Dempster operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.3M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | Included |
Fees negotiable for amounts over $3,000,000.
Fee Estimator
Location
Corona, CA
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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 ActivitiesSells Insurance
Dempster is the President of D'Arcy Insurance Agency, LLC, selling life, health, disability, property, and casualty insurance since 2017. This activity takes nearly all of Dempster's time.
Employment History
Current Registrations
D'arcy Wealth Management, INC. - a California Corporation
Previous Registrations
Ibaa
Lindsey Financial, INC.
Sagepoint Financial, INC.
Hoplon Financial Group
Wealth Asset Managers
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.