Cedar Point Capital Partners offers investment management and financial planning services to individuals and other client types. As a fiduciary, Cedar Point Capital Partners aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Services include comprehensive portfolio management, financial planning & consulting, portfolio monitoring, and retirement plan consulting.
Assets Under Management$250M
Clients300
Advisors6
Avg. per Client$830K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
In rare cases, Cedar Point Capital Partners may agree to charge based upon a fixed dollar amount not to exceed the fee schedules above. There is a separate fee schedule for charitable organizations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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