Cedar Rock Investment Advisors (CDR) offers investment counseling and portfolio management to individuals and trusts, either with or without the authority to make trades without asking first. CDR works with clients to create a custom plan based on their risk tolerance. For some clients, CDR offers financial planning services, taking a holistic approach to the client’s present and future financial circumstances.
Assets Under Management$9M
Clients5
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Cedar Rock Investment Advisors' fees for managing your investments are negotiable and based on a percentage of the value of your portfolio. Ask about the fees that will apply to you.
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