Cherry Tree Wealth Management offers investment management based on individual client needs, including developing a personal investment policy. They manage accounts on a discretionary basis, reviewing and rebalancing portfolios at least quarterly. They also provide financial planning services, creating detailed plans to help clients achieve their financial goals. Additionally, they offer retirement plan consulting services, including investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, and employee communications.
Assets Under Management$590M
Clients326
Advisors9
Avg. per Client$1.8M
Avg. per Advisor$66M
www.linkedin.com/company/10336270 ·www.facebook.com/search/top?q=cherry%20tree%20w... ·www.cherrytreewealth.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.65% |
| $6.0M - $7.0M | 0.60% |
| $7.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $40.0M | 0.35% |
| $40M+ | 0.32% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...