Cherrywood Private Capital offers investment management services based on individual client needs and objectives. They create an investment profile for each client and manage individual accounts based on four model portfolios: Equity Growth, Equity Income, International Equity, and Fixed Income. Cherrywood Private Capital also provides investment and financial planning consulting services for an hourly fee of $250 or fixed fees determined on a client-by-client basis. They also provide advisory services and monitoring of accounts established with other investment managers and/or brokerage firms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are not negotiated; however, Cherrywood Private Capital, upon its sole discretion for certain circumstances, may offer a different structure or rate.