Cedarstone Advisors offers investment advice and financial planning tailored to each client's needs. They create diversified investment allocations using mutual funds and exchange-traded funds, and provide ongoing monitoring. Financial planning services may include retirement savings, estate planning, and portfolio customization. Clients can impose reasonable restrictions on Cedarstone's services.
Assets Under Management$170M
Clients186
Advisors2
Avg. per Client$920K
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...