Trent Ahsen is a CFP-designated registered investment advisor at Cedar Point Capital Partners, LLC, based in Cedar Rapids, IA, with 17 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 300 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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% |
Charitable organizations have a separate fee schedule starting at 0.50% for the first $5M. In rare cases, the firm may agree to charge based on a fixed dollar amount not to exceed the fee schedule.
Fee Estimator
Location
329 12th Ave Se, Suite 106, Cedar Rapids, IA, 52401
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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
Trent is a manager of Elm Street Holdings, LLC, a holding company for family real estate holdings. This activity involves general administration and requires minimal time.
Employment History
Current Registrations
Cedar Point Capital Partners, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
LPL Financial LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 states
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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