Cedar Valley Wealth Advisors offers investment management services to individuals, pension and profit sharing plans, trusts, and businesses. They create portfolios mainly consisting of mutual funds and individual fixed income vehicles, primarily recommending Dimensional Fund Advisors (DFA) funds. For clients not needing financial planning, they offer IRA Fiduciary Advisors services, managing retirement accounts based on the client's age, risk tolerance, and projected account flows.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K+ | 0.50% |
This fee schedule applies to Portfolio Management Services. There is a minimum quarterly fee of $1,500. Fees may be negotiable in certain circumstances. The firm also offers Retirement Account Portfolio Management – IRA Fiduciary Advisors Services with a different fee schedule.