CedarStream Wealth is a registered investment advisor located in Herndon, Virginia, founded in 2026. The firm offers personalized investment management and financial planning services to individuals and high net-worth clients. CedarStream Wealth builds portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, often utilizing modern portfolio theory and third-party model marketplaces. For investment management, the firm charges a percentage of the value of your portfolio on a sliding scale from 0.80% to 1.10%, and ongoing financial planning is included at no additional cost if you invest $1,000,000 or more. In addition to investment management, CedarStream Wealth provides ongoing and project-based financial planning covering areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, business planning, college savings, and insurance review. The firm is led by founder and Certified Financial Planner Brian Abatemarco. CedarStream Wealth operates as a firm legally required to act in your best interest, and does not accept commissions or compensation for selling financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. Ongoing financial planning is included at no extra cost for clients with $1,000,000 or more under management.