Cedar Peak Wealth Advisors manages investment portfolios and provides ongoing financial planning. For investment management, they work with clients to establish financial goals and create an investment plan. For financial planning, they help clients with areas like net worth, cash flow, insurance, retirement, college planning, and estate planning. They also offer business consulting services to small businesses.
Assets Under Management$11M
Clients19
Advisors1
Avg. per Client$590K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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