The Following are questions most frequently asked by prospective clients. Please contact us directly if you have more questions about our wealth management services.
The typical family we serve has over $5 million in assets.
Our clients can choose to have custody accounts at Schwab Institutional or Fidelity Institutional.
Cedar Wealth Management is a fee-only advisor. Our fees are scaled and based on assets under management.
We do not receive commissions or any hidden compensation.
After the initial consultative process which can involve five to six meetings over a 90+ day period, we will meet as often as our clients deem necessary.
Yes, our clients have online access via the Client Login on our website or directly through our custodians' web portals, where they may view their portfolios, download statements, etc.