Cedar Wealth Partners provides investment management and financial planning services. Investment advice is tailored to each client's specific investment objectives. For clients interested only in financial planning, Cedar Wealth Partners offers financial planning agreements for a fixed fee. Cedar Wealth Partners also works with clients to implement an investment program in which client accounts are sub-managed by independent third-party money managers.
Fee Structure
Cedar Wealth Partners charges up to 2.25% of your portfolio's value annually for investment management. This fee includes both the advisor fee and the investment management fee. The exact fee may be lower, depending on factors like the amount you invest and the complexity of your account. Financial planning is included at no additional cost for investment management clients.