Cheryl Charney is a registered investment advisor at American Investors CO, based in Oakland, CA, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
1300 Clay Street, #600, Oakland, CA, 94612
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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 an officer/manager at Professional Staffing Group, Inc. (DBAs Trust Administrators, Inc., RAC Insurance & Financial Services, Inc., Benefit Services, Inc.) since 1984, focusing on health insurance sales and service, client support, and office management, dedicating about half of her time to this business.
Employment History
Current Registrations
American Investors CO
American Investors Company
American Investors CompanyBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Cypress Capital CorporationBroker
Private Ledger Financial Services, IncorporatedBroker
State Registrations1 state
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