Cedric Buermann is a CFA-designated registered investment advisor at Ptma Investment Advisors, based in St. Louis Park, MN, with 20 years of industry experience. Cedric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 161 clients with $31B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates vary by strategy and client type, with individual investment strategies charging up to 1.0% annually. Institutional fixed income, cash, equity, and multi-asset strategies charge up to 0.45%, and asset allocation strategies charge up to 0.50%. Fees are negotiable.
Fee Estimator
Location
5353 Wayzata Blvd, Suite 606, St. Louis Park, MN, 55416
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cedric owns rental property since 2020, handling maintenance and tenant turnover. This activity requires minimal time and does not involve investment advice.
Employment History
Current Registrations
Ptma Investment Advisors
Previous Registrations
Pma Securities, LLCBroker
Ameriprise Financial Services, LLC
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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