CedarLine Capital offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. They create investment plans and manage portfolios with discretionary authority. CedarLine Capital also provides pension consulting services for individual 401(k) accounts, acting as an investment advisor but not a fiduciary to the overall plan. They primarily advise on mutual funds, fixed income, real estate funds, equities, ETFs, and non-U.S. securities.
Assets Under Management$13M
Clients36
Advisors1
Avg. per Client$360K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 0.95% |
| $10M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...