Cedar Lane Advisors offers personalized financial planning, financial consulting, and investment management services to high-net-worth individuals and families. Cedar Lane creates a financial plan for each client, addressing their current financial situation, goals, and objectives. They meet with clients semi-annually to review progress and are available for more frequent meetings if desired. Cedar Lane provides non-discretionary investment management services based on each client's individual needs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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