Cheryl Sherrard is a CFP-designated registered investment advisor at Clearview Wealth Management, based in Charlotte, NC, with 14 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, Insurance Planning, Investment Management, and 4 more. Their firm serves 136 clients with $170M 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 | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees listed are for standard clients. Immediate family members of Clearview Wealth Management associates pay different rates: 0.75% on balances up to $1,000,000, 0.50% on balances from $1,000,000 to $1,500,000, and 0.30% on balances over $1,500,000. Minimum annual fee of $5,000 applies to standard clients.
Fee Estimator
Contact
Cheryl Sherrard
Location
6836 Carnegie Blvd., Suite 200, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clearview Wealth Management
Previous Registrations
Rinehart Wealth Management
State Registrations2 states
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Exams
Additional Information
Cheryl believes that exceptional client care involves a deep understanding of each family’s unique situation, resources, and goals. She believes listening well is one of her greatest gifts to clients and is trained as a Stephen Minister to better focus on hearing her clients. Cheryl views her client’s financial situation as a set of interrelated parts, which need to work together to help them achieve their lifelong goals. She helps clients evaluate the risks to their future, concentrate on the aspects of their financial lives they can control and reduce the impact of those aspects which are out of their control. She believes the financial planning process is a never-ending one, because each person’s life is continually changing, and their plan must be dynamic and adapt to those changes.