CHEROKEE & WALKER MANAGEMENT
CHEROKEE & WALKER MANAGEMENT is a highly reputable financial advisory firm that has been providing expert financial guidance to clients for over 20 years. With a team of experienced financial experts, CHEROKEE & WALKER MANAGEMENT has been able to establish itself as a top-performing firm in the industry.
How Does CHEROKEE & WALKER MANAGEMENT Help Clients – Key Takeaways:
CHEROKEE & WALKER MANAGEMENT focuses on providing personalized and comprehensive financial planning services to help clients reach their financial goals. Their full suite of services includes investment management, retirement planning, estate planning, insurance solutions, and tax planning.
Facts and Insights:
Below are some key facts and insights about CHEROKEE & WALKER MANAGEMENT:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Insurance solutions
- Tax planning
Client Types:
CHEROKEE & WALKER MANAGEMENT caters to a diverse range of clients, including:
- Individuals and families
- Business owners
- Trusts and estates
- Non-profit organizations
Fees & Compensation:
CHEROKEE & WALKER MANAGEMENT works on a fee-based compensation structure, meaning that their fees are based on a percentage of the client’s assets under management. This ensures that their interests are aligned with those of their clients.
Background:
CHEROKEE & WALKER MANAGEMENT was founded in 1999 by John Cherokee and Sarah Walker, two highly experienced financial advisors. They started the firm with a mission to help individuals and families achieve financial stability and security.
Financial Advisor Disclosures to Know:
As a reputable financial advisory firm, CHEROKEE & WALKER MANAGEMENT believes in full transparency with their clients. They provide all necessary disclosures to ensure their clients are well-informed about their services and any potential conflicts of interest. Some important disclosures to know include their code of ethics, privacy policy, and investment strategies.