Joseph Bertilson is a registered investment advisor at Cedrus Wealth Group, based in Andover, MN, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 544 clients with $140M 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 $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,001. Cedrus tactical portfolios incur an external asset manager fee of 0.5%, which is charged in addition to the firm's advisory fees. For advisory services provided to 529 Plans, Cedrus Wealth Group will charge a fee of 0.25% per year. If an account holds a highly concentrated position, Cedrus Wealth Group will charge a negotiable fee between 0-1%.
Fee Estimator
Location
1887 Station Parkway Northwest, Andover, MN, 55304
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2018Other Business Activities
Joseph is a silent partner in 360 Security Services LLC and a partner in Rooted Tax Group, LLC. He is also an independent contractor and owner/president of Cedrus Wealth Group, dedicating about a quarter to half of his time, and owner/proprietor of FTG Wealth, Inc, spending a few hours per week managing its finances.
Employment History
Current Registrations
Cedrus Wealth Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.