CHERRY TREE WEALTH MANAGEMENT, LLC
Minnetonka, Minnesota
Cherry Tree Wealth Management, LLC is a reputable local investment advisory firm based in Minnetonka, MN. With a single office, the company boasts a team of 11 dedicated professionals, 8 of whom specialize in providing exceptional investment advisory services. Their average assets under management per investment advisor stand at an impressive $60,610,000, aligning closely with the industry average. Cherry Tree Wealth Management, LLC offers a diversified compensation structure that includes various options such as a percentage of assets under management and hourly charges. While the firm manages a small portion (less than 30%) of ...
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Assets Under Mgmt

$484.88M

Investment Professionals

8

Locations

0

% 401K & Individual

11%

% Discretionary

94%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
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