Cedar Wing is a registered investment advisor founded in 2026 and based in Shelburne, Vermont. The firm provides discretionary asset management services, tailoring investment strategies, asset allocation, and portfolio monitoring to each client's individual goals, time horizon, and risk tolerance. As part of its asset management service, Cedar Wing may also provide a comprehensive financial plan covering topics such as estate planning, taxes, insurance, retirement income, and college planning at no additional cost. Cedar Wing operates as an independent firm with Seth Anderson as the sole owner and principal. In addition to investment management, the firm's owner operates an affiliated tax accounting business, providing clients with access to separate tax services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Fees are negotiable based on criteria such as historical relationships, asset types, and account composition. Cash is included in asset calculations.