Thomas George Koleski

CFP

Cedar Capital, LLC

15 Years of Experience

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Firm Information

Cedar Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1 advisor

Number of Clients

98 clients

Average Client Portfolio

$779K average

Assets Under Management

$76.3M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $3.0M	0.75%
$3M+	0.50%

Both the minimum assets under management and advisory fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$6,000

Cedar Capital charges an annual fee based on a percentage of assets under management, starting at 1.00% and decreasing for larger portfolios. The maximum annual fee is 1.25%. The minimum asset level is $500,000, but both the minimum and the fees are negotiable. Financial planning fees are fixed and negotiable, typically starting at $6,000 for a comprehensive plan, depending on complexity and net worth.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningInsurance PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

Glen Ellyn, IL

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.