Cheryl Deknatel is a CFP-designated registered investment advisor at Noesis Capital Management CORP, based in Boca Raton, FL, with 19 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, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 374 clients with $880M 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 $1.0M | 1.50% |
| $1M+ | 0.75% |
Fees are negotiable and may differ from the standard schedule. Related clients at the same address can combine accounts for breakpoint discounts.
Fee Estimator
Location
Fountain Square, 2700 North Military Trail, Suite 210, Boca Raton, FL, 33431
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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 Activities
Cheryl is a director at Denton & Haskins, Family Music Publishing Co. since 1999, dedicating minimal time to this role.
Employment History
Current Registrations
Noesis Capital Management CORP
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations1 state
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