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How does the advisor help clients – Key Takeaways:
Cedar Capital Group LP, a trusted name in the financial industry, provides expert financial advice to its clients. The firm offers a wide range of financial services and caters to various client types. With a team of experienced and knowledgeable advisors, Cedar Capital Group LP helps clients achieve their financial goals through strategic planning, investment management, and personalized solutions.
Facts and Insights
As of December 31, 2020, Cedar Capital Group LP has $5.6 billion in assets under management (AUM), with a total of 28 advisors working for the firm. The company has been in business since 2008, providing its clients with top-notch financial services for over a decade.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $5.6 billion | 28 | Since 2008 |
Financial Services Offered
Cedar Capital Group LP offers a wide range of financial services to its clients, including:
- Investment Management
- Wealth Planning
- Estate Planning
- Retirement Planning
- Insurance Services
Client Types
Cedar Capital Group LP accommodates various client types, including high-net-worth individuals, families, and businesses. The firm also caters to institutional clients, such as pension funds and endowments.
Fees & Compensation
The fee structure for Cedar Capital Group LP is based on a percentage of AUM. The firm charges a management fee that ranges from 0.5% to 2.5% of the client’s AUM, depending on the level of assets under management. Additionally, the firm may charge a performance-based fee for certain accounts.
Background
Cedar Capital Group LP was founded in 2008 by a team of experienced financial professionals who wanted to provide their clients with exceptional financial advice and services. The company is headquartered in New York City and has several offices across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Cedar Capital Group LP is required to disclose any potential conflicts of interest. These disclosures can be found in the firm’s Form ADV, which is available on the SEC’s website.
Cedar Capital Group LP prides itself on providing transparent and ethical services to its clients. The firm’s advisors are committed to acting in the best interest of their clients and providing unbiased financial advice.