Assets Under Management
$76.3M
Number of Clients
98
Number of Advisors
1
Average Client AUM
$779K
AUM per Advisor
$76.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cedar Capital, LLC is a state-registered investment adviser offering portfolio management on a discretionary basis using ETFs, mutual funds, and individual securities. They also provide financial planning services, creating customized plans to help clients achieve their financial goals. The firm requires a $500,000 minimum for assets under management, but this is negotiable.
| Assets Under Management | 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.
DE, United States