Overview
- Total Firm Assets
- $417 million
- Average High-Net-Worth Client Portfolio Size
- $5.3 million
Fee Disclosure
Source: FIRM BROCHURE - CEDAR ASSET MANAGEMENT STRATEGIES (2025-04-09)
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Latest filing: FIRM BROCHURE - CEDAR ASSET MANAGEMENT STRATEGIES (2026-03-31)
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Latest filing: FIRM BROCHURE - CEDAR WEALTH MANAGEMENT STRATEGIES (2026-03-31)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $20,000,000 | 1.00% |
| $20,000,001 | $50,000,000 | 0.90% |
| $50,000,001 | and above | 0.80% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $470,000 | 0.94% |
| $100 million | $870,000 | 0.87% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 62.15%
- Number of High-Net-Worth Clients
- 49
- Total Client Accounts
- 132
- Discretionary Accounts
- 131
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 167149
- FIRM BROCHURE - CEDAR ASSET MANAGEMENT STRATEGIES (2026-03-31) · View brochure text
- FIRM BROCHURE - CEDAR WEALTH MANAGEMENT STRATEGIES (2026-03-31) · View brochure text
- FIRM BROCHURE - CEDAR ASSET MANAGEMENT STRATEGIES (2025-04-09) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗