Cedarwood Wealth offers investment management, financial planning, and consulting services. They work with clients to identify their investment goals and risk tolerance to create a suitable portfolio. Financial planning services include investment planning, tax management, retirement planning, education planning, and more. Cedarwood Wealth may use sub-advisors to manage client accounts, performing due diligence and ongoing reviews of their management.
Assets Under Management$210M
Clients115
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable. There is also a $35 annual fee per account for access to the online reporting platform.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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