Cedar Road Capital (CRC) offers investment advice and financial planning to individuals, high net worth individuals, foundations, trusts, and estates. CRC creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds, exchange-traded funds, and individual securities. CRC also provides financial planning services, including investment planning, retirement planning, education savings, and insurance needs analysis. Clients are not obligated to implement any recommendations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable and can be fixed-fee or based on assets under management. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged higher fees.