Cedar Capital, LLC
Assets Under Management
$76.3M
Number of Clients
98
Number of Advisors
1
Average Client AUM
$779K
AUM per Advisor
$76.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cedar Capital, LLC is a state-registered investment adviser offering portfolio management on a discretionary basis and financial planning services. Portfolio management focuses on ETFs, mutual funds, stocks, and bonds. Financial planning covers personal, tax, insurance, investment, retirement, and estate needs. The firm requires a $500,000 minimum for assets under management, which may be waived.
Fee Structure
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
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.
Areas of Practice
Location
DE, United States