Peyton Chapman is a registered investment advisor at Cedrus Wealth Group, based in Andover, MN, with 1 years of industry experience. Peyton 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
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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 ActivitiesSells Insurance
Peyton works as support staff and a licensed insurance agent for Cedrus Wealth Group. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Cedrus Wealth Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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.