Cedar Valley Capital provides ongoing portfolio management and financial planning services tailored to individual goals, risk tolerance, and time horizons. The firm creates personalized investment strategies through fundamental, technical, and cyclical analysis. In addition to managing individual accounts, Cedar Valley Capital advises pension plan sponsors and helps organizations set up retirement plans. The firm is owned and managed by Walter Hammond and serves individuals, high-net-worth clients, corporations, and charitable organizations with no minimum account size requirement.
Assets Under Management$45M
Clients32
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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 for portfolios over $10,000,000 are negotiable. Fees are charged monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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