Cedar Cove Wealth Partners provides investment management and financial planning services to individuals, families, and other clients. Cedar Cove manages investments on a discretionary basis through a wrap program. They also offer estate planning coordination services through a partnership with EncorEstate Plans. Cedar Cove does not utilize independent managers or sub-advisors.
Assets Under Management$430M
Clients1,861
Advisors10
Avg. per Client$230K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Cedar Cove Wealth Partners' annual investment management fee is based on the value of your portfolio. The fee can be a fixed percentage, a fee on total assets, a fixed dollar amount, or a tiered fee schedule. The annual fee ranges up to 2.0%, and is charged quarterly in advance.
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