Cedar Capital offers investment advice and financial planning to clients. For investment management, they create a portfolio based on your goals, risk tolerance, and time horizon, primarily using exchange-traded funds (ETFs). Financial planning covers areas like budgeting, taxes, insurance, retirement, and estate planning. Cedar Capital does not require you to buy any specific products and implementation of any recommendations is entirely at your discretion.
Assets Under Management$76M
Clients98
Advisors1
Avg. per Client$780K
Avg. per Advisor$76M
www.linkedin.com/company/cedar-capital-advisors ·www.facebook.com/cedarcapitaladvisors ·www.cedarcapitaladvisors.com
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Both the minimum assets under management and advisory fees are negotiable. The maximum annual fee charged for investment management will not exceed 1.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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