Jeffrey Cherry is a registered investment advisor at Slagle Financial, LLC., based in Fort Walton Beach, FL, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,395 clients with $320M 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 $750K | 1.75% |
| $750K - $1.5M | 1.55% |
| $1.5M - $3.0M | 1.45% |
| $3.0M - $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. Existing clients may be charged according to prior published fee schedules.
Fee Estimator
Location
501 Mary Esther Cutoff NW, Suite 6, Fort Walton Beach, FL, 32548
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
Jeffrey is the President of Cherry Financial Inc. D/B/A Cherry Wealth Advisors, which operates as both an insurance agency and investment advisor. He also owns Cherry Asset Management, which manages accounting and rental properties for Cherry Financial, dedicating minimal time to this activity.
Employment History
Current Registrations
Slagle Financial, LLC.
Previous Registrations
Cherry Wealth Advisors
Global Financial Private Capital, LLC
State Registrations1 state
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