Cerner Capital Management offers investment management services, financial planning advice, and advisory consultations. Investment management includes portfolio construction, asset allocation, and investment selection. Financial planning covers net worth, cash flow, education savings, charitable giving, debt management, estate planning, and retirement planning. Advisory consultations provide one-time or ongoing advice on cash flow, debt, portfolio analysis, research, and tax planning.
Assets Under Management$21M
Clients82
Advisors1
Avg. per Client$260K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable for accounts greater than $2.5M. Minimum investment of $250,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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