Shane Peery
Shane Peery is a registered investment advisor at Cherokee & Walker Management, based in Salt Lake City, UT, with 12 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 9 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cherokee & Walker charges a management fee of 2% per year on the net unreturned capital contributed to the Pooled Investment Vehicles (PIVs). They also charge a 20% performance fee on distributed profits exceeding operating expenses and management fees. These fees are deducted directly from each PIV on a monthly or quarterly basis. Cherokee & Walker can also charge the same fees for managing co-funded capital of substantial PIV investors.
Location
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT, 84121
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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
Shane is a board member for multiple real estate and construction companies, and also the president of CW Insurance, Inc., which provides liability and property insurance. He also manages V20 Energy, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Cherokee & Walker Management
State Registrations2 states
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