Cherry Wealth Management is a registered investment advisor founded in 2026 and based in Lebanon, Indiana. The firm offers discretionary portfolio management, comprehensive financial planning, and ongoing wealth management services. Cherry Wealth Management specializes in helping individuals, families, and small business owners navigate their financial lives, with a unique focus on assisting families involved in competitive travel sports. The founder, Brian Kirschbaum, takes a goals-based approach to investing, utilizing long-term strategies, diversification, and tax-efficient portfolio management. The firm operates as an independent, legally required fiduciary, meaning they are bound to put your best interests first. In addition to investment advisory services, the firm can assist with insurance products such as life insurance, annuities, long-term care, and disability insurance, for which the founder may earn separate commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable for larger accounts, multiple relationships, or special circumstances.