Cedar Spring Advisors offers investment management services on both a discretionary and non-discretionary basis. Investment strategies are tailored to individual client goals and risk tolerance. They also offer financial planning and consulting services covering areas like estate planning, investments, taxes, retirement income, and college planning. Clients can impose restrictions on investments. They also utilize SEI managed account solutions and American Funds Service Company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee may be negotiable based upon certain criteria (e.g., service level, historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).