Joseph Bertilson

Cedrus Wealth Group charges an annual fee based on a percentage of your portfolio, billed monthly in advance. The fee rate decreases as the amount you invest increases:

• $0 to $250,000 — 2% per year
• $250,001 to $1,000,000 — 1.5% per year
• $1,000,001 to $2,000,000 — 1.3% per year
• $2,000,001 to $4,000,000 — 1% per year
• $4,000,001 to $6,000,000 — 0.70% per year
• $6,000,001 to $10,000,000 — 0.60% per year
• Over $10,000,000 — Negotiable

If you invest in Cedrus tactical portfolios, there is an additional external asset manager fee of 0.5% per year. Accounts holding concentrated positions may incur a negotiable fee between 0% and 1%, and 529 college savings plans are charged a flat rate of 0.25% per year.