Cedar Wealth Partners offers personalized investment management and financial planning services. The firm works with individuals, high-net-worth families, pension plans, trusts, and businesses. When managing investments, Cedar Wealth Partners builds tailored portfolios using stocks, bonds, mutual funds, exchange-traded funds, and options, and can manage accounts either directly or by working with third-party money managers. Clients can choose between discretionary management, where the firm makes trades without prior approval, or non-discretionary management, where clients approve trades beforehand. Financial planning is included at no extra cost for clients who use the firm for investment management. For clients who only want financial planning without investment management, Cedar Wealth Partners offers standalone planning for a fixed fee. The firm also assists with retirement income planning, tax strategies, estate planning, education funding, and insurance reviews.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Annual fee of up to 2.25% of assets under management. Fees are negotiable based on factors such as portfolio size, expected future assets, and account composition.