Cedar Ridge Investment Management provides investment management and financial planning services to individuals and high-net-worth individuals. Services include investment planning, education planning, retirement planning, and charitable planning. The firm uses quantitative, fundamental, technical, and economic analysis to determine investment strategies. They manage investments with the client's goals in mind, but do not guarantee any results or returns.
Assets Under Management$42M
Clients100
Advisors3
Avg. per Client$420K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
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 | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees for traditional individually managed accounts. CRIM Active Strategy Individually Managed Accounts: - $100,000 to $500,000: 2.00% per year - $500,001 to $1,000,000: 1.75% per year - Over $1,000,001: 1.50% per year. Fee schedules may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...