Cedar Capital is a registered investment advisor based in Illinois that offers continuous portfolio management and comprehensive financial planning services. For investment management, Cedar Capital builds diversified portfolios tailored to each client's goals, time horizon, and risk tolerance, primarily utilizing exchange-traded funds, mutual funds, and individual securities. The firm employs both strategic and active asset allocation strategies. Additionally, Cedar Capital provides detailed financial planning covering personal goals, tax and cash flow, insurance needs, retirement strategies, and estate considerations. The firm typically works with individuals, high-net-worth clients, charitable organizations, and businesses, requiring a minimum account size of $500,000 for investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees and minimum asset size are negotiable. The maximum annual fee will not exceed 1.25%.