CK
CFP
CK
CFP

Cheryl Ann Kassab

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
882 clients
Average Client Portfolio
$7.7M average
Assets Under Management
$6.8B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable and may vary based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

91 West Long Lake, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cheryl works as an investment advisor for Clarkston Capital Partners LLC since 2009, dedicating full-time hours to the role. Her duties include investment counseling, portfolio management, and allocation.

Employment History
Current Registrations
Alps Distributors, INC.Broker
November 2015 - Present · 10 yrs 3 mos
Clarkston Capital Partners, LLC
June 2013 - Present · 12 yrs 8 mos
State Registrations21 states
AZCACOFLGAILINMAMEMIMNNCNJNVNYOHSCTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Cheryl Ann Kassab - Financial Advisor | TrueAdvisor