Cereus Financial Advisors provides investment advice and financial planning services. For investments, they create custom portfolios using outside managers and model portfolios, focusing on diversification and tax management. Financial planning covers various areas like retirement, education, and savings. Cereus may recommend other professionals like CPAs and estate attorneys. They also offer college planning services.
Assets Under Management$39M
Clients31
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$20M
www.franklinlakes.org/index.asp?sec=84c09008-c4... ·fpdavidhaas.blogspot.com ·www.cereusfinancial.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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