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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $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.