Cedarwood Wealth Fees & Minimum

Overview

Headquarters: Highlands Ranch, CO
Total Firm Assets: $213 million
Average High-Net-Worth Client Portfolio Size: $3.4 million

Fee Disclosure

Source: CEDARWOOD WEALTH ADV 2A (2026-03-04) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,000,000	0.85%
$2,000,001	$3,000,000	0.75%
$3,000,001	$5,000,000	0.50%
$5,000,001	$10,000,000	0.35%
$10,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$36,000	0.72%
$10 million	$53,500	0.54%
$50 million	$153,500	0.31%
$100 million	$278,500	0.28%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 88.95%
Number of High-Net-Worth Clients: 56
Total Client Accounts: 378
Discretionary Accounts: 374
Non-Discretionary Accounts: 4

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 334756

CEDARWOOD WEALTH ADV 2A (2026-03-04) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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