Cedargold Consulting INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Cedargold Consulting Inc. (CCI) offers investment management services, recommending third-party investment managers, and financial planning. CCI works with clients to identify their investment goals and risk tolerance to structure an appropriate investment strategy. CCI also provides investment consulting and research report services. CCI manages investment accounts with stocks, bonds, mutual funds, and ETFs.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K+0.50%

Qualified investors may have the option of a lower fixed base fee plus a fee based on performance; for example 0.5% of the net market value of assets plus 20% of positive gains. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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