Blue Cedar Advisors LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Financial planning is offered as part of the portfolio management service at no separate fee. BCAL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs (including ETFs in the gold and precious metal sectors) and non-U.S. securities.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.60% |
| $8.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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