Cedar Valley Capital offers ongoing portfolio management services tailored to individual client goals and risk tolerance. These services include investment strategy, asset allocation, and regular portfolio monitoring. The firm also provides financial planning services covering areas like retirement, college, and tax planning, charged on an hourly basis. Additionally, Cedar Valley Capital advises pension plan sponsors, helping them set up retirement plans.
Assets Under Management$45M
Clients32
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.15% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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