Cheryl Morhauser & Associates offers personalized financial planning and investment management. They help clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Cheryl Morhauser & Associates is a fee-only firm, meaning they don't sell financial products or receive commissions.
Assets Under Management$23M
Clients25
Advisors1
Avg. per Client$920K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | Included |
| $150K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M+ | 0.90% |
Minimum annual fee of $1800. Current client relationships may exist where the fees are higher or lower than the fee schedule above. The $1800 flat fee for assets under $150,000 is not an AUM percentage.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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