Cheryl Morhauser & Associates offers customized financial planning and investment management services to individuals, couples, trusts, estates, and small businesses. Founded in 1998 and led by Certified Financial Planner Cheryl Morhauser, the firm focuses on creating comprehensive financial plans and managing portfolios using exchange-traded funds and mutual funds. Cheryl Morhauser & Associates operates independently, maintaining a strict approach without selling commissioned products or receiving third-party compensation. Investment decisions are made collaboratively, with Cheryl Morhauser & Associates executing trades on a non-discretionary basis after client review and approval. The firm emphasizes tailored, goals-based strategies covering retirement planning, tax strategies, cash flow management, and estate planning coordination.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | Included |
| $150K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M+ | 0.90% |
Assets under $150,000 have a flat annual fee of $1,800. Fees are negotiable and existing client relationships may have different rates.
