Discretionary management means that transaction decisions are made by an investment advisor without requiring client consent. Cherry Tree Wealth Management, LLC administers most of its accounts in a discretionary manner.
Securities are tradable financial investments like stocks, options and bonds. Cherry Tree Wealth Management, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. The company has a small group, including 9 financial advisors. The company handles $475.8 million in assets under management throughout 917 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). Cherry Tree Wealth Management, LLC operates as a financial advisor company located in Hopkins, Minnesota.
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