David Withrow is a CFA-designated registered investment advisor at Red Cedar Investment Management, based in Grand Rapids, MI, with 7 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Red Cedar charges a fee based on a percentage of the value of the client's account. The specific percentage varies depending on the composite and the amount of assets. For example, the standard fee schedule for institutional clients is 0.45% annually for assets $25,000,000 and below, 0.40% for assets between $25,000,001 and $50,000,000, and 0.35% for assets $50,000,001 and greater. Fees are negotiable at Red Cedar's discretion.
Location
333 Bridge Street Nw, Suite 601, Grand Rapids, MI, 49504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Red Cedar Investment Management
State Registrations1 state
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