Cherry Tree Wealth Management, LLC

Cherry Tree Wealth Management, LLC is a SEC-registered investment adviser established in 2009, located in Minnesota. The firm offers individual portfolio management, employee benefit retirement plan consulting services, and financial planning. They manage client funds based on individual needs, with a focus on asset allocation, fundamental analysis, and long-term purchases. Clients have discretion over their investments, with the ability to impose restrictions if needed. The firm manages over $593 million in assets, charging fees based on a percentage of assets under management. Minimum initial investment for portfolio management is $500,000, negotiable under certain circumstances. The firm acts as a fiduciary, providing services to individuals, high net worth individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. Cherry Tree Wealth Management, LLC does not vote proxies and does not require prepayment of fees exceeding $1,200 per client. The firm has no reportable disciplinary events and provides regular account reviews and reports to clients. Clients have the option to custody assets with recommended brokers like Schwab or Fidelity.