Sedona Asset Management offers ongoing investment management services. They manage accounts based on your financial situation, investment goals, and risk tolerance. They monitor your account and provide advice on buying, selling, or holding investments. Sedona Asset Management primarily invests in exchange-listed securities, over-the-counter securities, corporate debt, U.S. government securities, and options contracts. They tailor their advice to your individual needs and allow you to place restrictions on your account.
Assets Under Management$5.5M
Clients7
Advisors1
Avg. per Client$790K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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