Cedar Mountain Advisors provides investment advice and financial planning to individuals, families, and businesses. They help clients identify their financial goals and create a portfolio allocation to meet those goals. Services include investment advisory programs, retirement planning, and financial planning. They may use third-party money managers to manage client assets.
Assets Under Management$1.1B
Clients877
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
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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