Cedrus Wealth Group Fees & Minimum

Overview

Headquarters: Andover, MN
Total Firm Assets: $218 million
Average High-Net-Worth Client Portfolio Size: $1.1 million
Stated Minimum Account Size: $2,000

Fee Disclosure

Source: CEDRUS WEALTH GROUP LLC ADV PART 2A (2026-09-08) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	2.00%
$250,001	$1,000,000	1.50%
$1,000,001	$2,000,000	1.30%
$2,000,001	$4,000,000	1.00%
$4,000,001	$6,000,000	0.70%
$6,000,001	$10,000,000	0.60%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,250	1.62%
$5 million	$56,250	1.12%
$10 million	$87,250	0.87%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 72.95%
Number of High-Net-Worth Clients: 150
Total Client Accounts: 1,094
Discretionary Accounts: 1,093
Non-Discretionary Accounts: 1

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars

Regulatory Filings

SEC CRD Number: 334995

CEDRUS WEALTH GROUP LLC ADV PART 2A (2026-09-08) (fee schedule source) · View brochure text

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

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