Red Cedar
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About
Red Cedar Advisory serves individuals (including high-net-worth clients) as well as retirement plans, trusts, charitable organizations, and small businesses. The firm offers asset management through its Red Cedar Asset Management Services, plus financial planning, consulting, and ERISA plan participant advisory services.
The firm typically manages accounts on a discretionary basis using a combination of fundamental and technical analysis alongside asset-allocation approaches, with individualized portfolios and at least annual reviews. Investment choices may include equities, fixed income, mutual funds and ETFs, covered-call and purchased-put option strategies, inverse ETFs, and non-traded alternatives, and the firm monitors trading activity for suitability.
Red Cedar is notable among peers for disclosing that its advisors may attempt to time equity markets — an uncommon practice for supported firms — and for using option- and derivative-based strategies that can increase trading activity and portfolio complexity. It also provides ERISA 3(21) advisory services and multi-year consulting arrangements while operating at a relatively small adviser scale (about $40.7 million in assets under management), which shapes the mix of planning and active investment services it offers.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting services flat fees from $500 to $3,000 depending on complexity and time
$0.00 - $99,999.99: 1.60% annually $100,000.00 - $499,999.99: 1.20% annually $500,000.00 - $999,999.99: 1.00% annually $1,000,000.00+: 0.88% annually
$150.00 - $300.00 per hour for financial planning; $300.00 per hour for consulting services
Account minimum: $25,000 Fee-only: Flat fees ranging from $500 to $3,000 for financial planning and consulting services; hourly rates $150 to $300 per hour
Main office
129 16th Avenue SW
Cedar Rapids IA 52404
Advisors at this office
1
Most active in
Iowa · Texas
Also doing business as
Red Cedar · Red Cedar Advisory, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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