Thad King is a registered investment advisor at Cedarwood Wealth, based in Atlanta, GA, with 13 years of industry experience. Thad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 115 clients with $210M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable. There is also a $35 annual fee per account for access to the online reporting platform.
Fee Estimator
Location
Atlanta, GA
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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
Thad is the owner of TDK Capital LLC, an investment-related business at the same address, since January 2025.
Employment History
Current Registrations
Cedarwood Wealth
Previous Registrations
Citigroup Global Markets INC.
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations3 states
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