Cedar Wealth Management is a registered investment advisor located in La Jolla, California. The firm provides discretionary and non-discretionary investment management, building globally diversified portfolios tailored to each client's goals, risk tolerance, and tax status. Cedar Wealth Management also offers standalone financial planning services, covering wealth transfer, risk management, insurance, charitable giving, and income tax planning. The firm serves high-net-worth individuals, trusts, estates, and retirement plans, emphasizing long-term asset allocation and fundamental security analysis.
Assets Under Management$420M
Clients72
Advisors3
Avg. per Client$5.8M
Avg. per Advisor$140M
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 are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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