Cedric Deon Bean Enterprises LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
CDB Capital, based in Albany, Georgia, offers personalized financial planning, investment monitoring, and consulting services. For investment monitoring, CDB Capital introduces clients to unaffiliated third-party investment advisors to manage their portfolios and monitors the performance of those advisors. CDB Capital also provides consulting services to qualified retirement plans, including investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, and employee communications.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $7.0M | 0.40% |
| $7.0M - $10.0M | 0.30% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.25% |
Fees negotiable for amounts over $15,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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