Cedar Wealth Management offers investment management services, creating strategic financial plans based on clients' goals, risk tolerance, and tax status. These plans often include diversified portfolios. Cedar Wealth Management also provides financial planning services, including wealth transfer, risk management, insurance, charitable, and income tax planning, which can be offered as a standalone service. They may recommend unaffiliated third-party advisors for additional diversification.
Assets Under Management$360M
Clients51
Advisors3
Avg. per Client$7.1M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members of associated persons of the firm and former employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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