Cedrus Wealth Group offers investment advice tailored to individual needs, including discretionary and non-discretionary portfolio management. They may invest client assets in model portfolios. The firm also provides financial consulting services on topics like risk assessment, investment planning, and financial decision-making. Cedrus Wealth Group advises on various investments, including stocks, bonds, mutual funds, ETFs, digital assets, and real estate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,001. Cedrus tactical portfolios incur an external asset manager fee of 0.5%, which is charged in addition to the firm's advisory fees. For advisory services provided to 529 Plans, Cedrus Wealth Group will charge a fee of 0.25% per year. If an account holds a highly concentrated position, Cedrus Wealth Group will charge a negotiable fee between 0-1%.