Cedar Valley Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals, businesses, and retirement plans. The firm focuses on building globally diversified portfolios using low-cost mutual funds, primarily from Dimensional Fund Advisors, following the principles of Modern Portfolio Theory. Services include ongoing portfolio management, retirement account management, and employee benefit plan consulting. Cedar Valley Wealth Advisors operates as a registered investment advisor and acts in the best interest of its clients.
Assets Under Management$170M
Clients97
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.00% |
| $600K+ | 0.50% |
Fees are billed quarterly in arrears. There is a minimum quarterly fee of $1,500. Total annual fees will not exceed 3.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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