About BIG CEDAR INVESTMENT ADVISORS
BIG CEDAR INVESTMENT ADVISORS is a reputable financial advisory firm committed to helping clients achieve their financial goals. With a team of experienced financial experts, they provide personalized and comprehensive financial advice and planning services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial advice and planning services
- Helps clients achieve their financial goals
- Expertise in managing and growing clients’ assets
Facts and Insights
As of December 2021, BIG CEDAR INVESTMENT ADVISORS manages over $500 million in assets for their clients. They have a dedicated team of 10 highly qualified financial advisors who have an average of 10 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education funding
- Insurance and risk management
Client Types
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
BIG CEDAR INVESTMENT ADVISORS charges a percentage of assets under management as their fee. This fee structure ensures that the advisor’s interests are aligned with the clients’ as they only earn more when their clients’ assets grow in value. They also do not receive any commissions or third-party payments, ensuring unbiased and objective financial advice.
Background
BIG CEDAR INVESTMENT ADVISORS was founded in 2011 by a team of financial professionals who shared a passion for helping individuals and families achieve financial success. Their team has a diverse background in finance, accounting, and wealth management, providing a well-rounded approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission, BIG CEDAR INVESTMENT ADVISORS maintains a high standard of ethics and compliance. They provide full transparency to their clients, including any potential conflicts of interest or disclosures required by law.