Cheri Franklin
Cheri Franklin is a CFP-designated registered investment advisor at Clarity Capital Advisors, LLC, based in Lakewood Ranch, FL, with 16 years of industry experience. Cheri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 74 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clarity Capital Advisors offers Comprehensive Wealth Management services for a flat annual fee of $9,000. This fee includes both asset management and financial planning services. The fee will not exceed 2% of the value of your portfolio. The flat fee is billed quarterly.
Location
9040 Town Center Parkway, Lakewood Ranch, FL, 34202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheri is a supervisory committee member for Eagle Community Credit Union, a $257M credit union in Orange County, CA, since April 2019. This role involves ensuring the credit union is fiscally sound and in the best interests of its members, taking a few hours per week.
Employment History
Current Registrations
Clarity Capital Advisors, LLC
Previous Registrations
Dynamic Wealth Advisors
Index Fund Advisors, INC.
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.