U.S. Cherry is a robo-advisor that provides investment advisory and portfolio management services through its online platform. U.S. Cherry uses software and algorithms to create recommended portfolios, invest client deposits, fund client withdrawals, and rebalance portfolios. U.S. Cherry offers both discretionary and non-discretionary accounts. The firm's investment approach is technology-driven, using algorithms and risk questionnaires to determine client risk tolerance and make investment decisions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3K | 0.00% |
| $3K - $20K | 1.50% |
| $20K - $500K | 1.10% |
| $500K - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees negotiable for accounts over $25,000,000. On an exception basis at the discretion of U.S. Cherry, we may provide our Robo-Advisor “automated investment service” to certain family members or friends of U.S. Cherry's principals for a reduced fee rate that may be lower than the fees available to our clients.