..
How does the advisor help clients – Key Takeaways:
RED CEDAR offers a wide range of financial services to its clients, including financial planning, investment management, and retirement planning. The firm prides itself on its team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Facts and Insights
RED CEDAR is a full-service financial advisory firm that has been in business for over 15 years. The firm has grown to manage over $500 million in assets and has a team of over 25 advisors. RED CEDAR prides itself on its commitment to providing personalized and comprehensive financial advice to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25+ | 15+ years |
Financial Services Offered
RED CEDAR offers a wide range of financial services to individuals, families, and businesses. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and tax-efficient investing
Client Types
RED CEDAR serves a diverse range of clients, including high-net-worth individuals, families, and small to medium-sized businesses. The firm’s advisors work closely with each client to understand their unique financial needs and goals, and develop customized strategies to help them achieve success.
Fees & Compensation
RED CEDAR charges a fee based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the firm only earns more when the client’s assets grow. The firm also prides itself on its transparent fee structure, with no hidden fees or commissions.
Background
RED CEDAR was founded in 2005 with a mission to help clients achieve their financial goals through personalized and comprehensive financial planning and investment management. The firm has built a strong reputation for its deep expertise, exceptional service, and commitment to its clients’ success.
Financial Advisor Disclosures to Know
As a registered investment advisor, RED CEDAR is held to a fiduciary standard, meaning that the firm must always act in the best interests of its clients. The firm also has a strict code of ethics and disclosure policy, ensuring transparency and trust between advisors and clients.