Cheryl Stuart is a registered investment advisor at The Marshall Financial Group LLC, based in Kingston, NY, with 43 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,019 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees for investment management do not exceed 3% per year of the assets under management. However, The Marshall Financial Group may negotiate lower fees based on percentages under management with clients based on account size and the scope and complexity of the services to be performed.
Fee Estimator
Location
Kingston, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cheryl is a 100% shareholder, President, and Director of Wealth Management at Stuart Associates, Inc., an advisory firm, since 1984, and also provides financial planning and fixed insurance recommendations. She also owns Historic Properties Preservation, LLC, focusing on real estate acquisitions and management, dedicating minimal time outside business hours.
Employment History
Current Registrations
The Marshall Financial Group LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, LLCBroker
G. R. Phelps & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.