Big Cedar Investment Advisors provides investment advice, customized portfolios, and personalized service to individuals, families, and institutions. They offer portfolio management on a discretionary or non-discretionary basis, and financial planning services including comprehensive plans, annual reviews, and separate consultations. They primarily recommend exchange-listed stocks, mutual funds, ETFs, and bonds.
Assets Under Management$76M
Clients6
Advisors1
Avg. per Client$13M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.60% |
Fees are negotiable and may vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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