Paul Cerro is a registered investment advisor at Cedar Grove Capital Management, based in Royal Oak, MI, with 1 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Qualified clients will pay an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Performance fees are only assessed on returns (capital appreciation, including dividends and interest, but net of CGCM’s advisory fee) greater than 20% of the account’s performance that exceeds the return of the Russell 2000 Index.
Fee Estimator
Location
Royal Oak, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cedar Grove Capital Management
Previous Registrations
Bofa Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.