Cheryl Rose is a CFA, CFP-designated registered investment advisor at Constellation Wealth Advisors, based in Cincinnati, OH, with 7 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 417 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Constellation Wealth Advisors charges a fee based on the value of your portfolio, which generally does not exceed 1.00% annually. The firm also offers flat fee arrangements, which generally do not exceed $500,000 annually. The firm has a standard minimum annual fee of $20,000, payable quarterly. Fees may be negotiable depending on the client's situation.
Location
255 East Fifth St., Suite 3000, Cincinnati, OH, 45202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheryl is a part-owner of Woodhouse Spa franchises and spends about a quarter of her time managing them. She also serves as a trustee for the Cincinnati Art Museum and on the Board of Directors for Groundwork Ohio, dedicating minimal time to each.
Employment History
Current Registrations
Constellation Wealth Advisors
Previous Registrations
Constellation Wealth Advisors, LLC
State Registrations1 state
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