Cheryl Moss
Cheryl Moss is a CFP-designated registered investment advisor at Harbor Wealth Management, LLC, based in Green Bay, WI, with 28 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 370 clients with $410M 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 $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
727 Cormier Road, Suite 101, Green Bay, WI, 54303
Get directionsHistory
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 owns C.Moss, LLC, providing income and estate tax planning and preparation services since 1996, dedicating a few hours per week. Cheryl is also a licensed insurance agent.
Employment History
Current Registrations
Harbor Wealth Management, LLC
Previous Registrations
Harbor Wealth Management, LLC
Midwest Professional Planners, LTD.
AXA Advisors, LLC
State Registrations1 state
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