Red Cedar Advisory (RCA) provides financial planning and investment management services to individuals, pension plans, trusts, charities, and small businesses. RCA's services include creating investment mixes tailored to client goals and annual account reviews. RCA may waive minimum account sizes. Clients can place reasonable restrictions on investments. Accounts can be managed with or without RCA's discretion. RCA uses technical analysis, fundamental analysis, and asset allocation strategies.
Assets Under Management$41M
Clients155
Advisors1
Avg. per Client$260K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.88% |
Fees are negotiable. Client relationships may be established for which the fees are higher or lower than the fee schedules provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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