FAQ

The Following are questions most frequently asked by prospective clients. Please contact us directly if you have more questions about our wealth management services.

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What is the typical net worth of your clients?

The typical family we serve has over $5 million in assets.

Where are clients assets held?

Our clients can choose to have custody accounts at Schwab Institutional or Fidelity Institutional.

How are you compensated for your services, and what are your fees?

Cedar Wealth Management is a fee-only advisor. Our fees are scaled and based on assets under management.

Does Cedar Wealth Management receive commissions or other forms of hidden compensation?

We do not receive commissions or any hidden compensation.

How often do you meet with your clients?

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.

Are your clients able to access their accounts online?

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.

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FAQ