Overview
Assets Under Management: $439 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 176
Average Client Assets: $1.8 million
Frequently Asked Questions
CHERRY BEKAERT WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108504), CHERRY BEKAERT WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CHERRY BEKAERT WEALTH MANAGEMENT LLC is headquartered in RICHMOND, VA.
CHERRY BEKAERT WEALTH MANAGEMENT LLC serves 176 high-net-worth clients according to their SEC filing dated November 16, 2018. View client details ↓
According to their SEC Form ADV, CHERRY BEKAERT WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CHERRY BEKAERT WEALTH MANAGEMENT LLC manages $439 million in client assets according to their SEC filing dated November 16, 2018.
According to their SEC Form ADV, CHERRY BEKAERT WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 176
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.36%
Average Client Assets: $1.8 million
Total Client Accounts: 1,236
Discretionary Accounts: 1,213
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 108504
Filing ID: 1252291
Last Filing Date: 2018-11-16 15:13:00