Low Cost Pricing

Annual Advisory Fees:

• Charitable accounts receive a 15% discount from the fee schedule above.
• Retirement plans priced on a case-by-case basis.
• Transaction charges and custody fees paid at the broker/dealer level by the client.

Cost Components:

We are committed to providing our model portfolio solutions at very low cost along with a completely transparent explanation of all fee structure elements.  There are three levels of charges which combine to represent the total costs associated with managing client accounts:

1. The first level reflects model portfolio operating expenses calculated as the weighted average of underlying DFA mutual fund or ETF fund management expenses used in each of our model portfolios.
2. The second level represents Cedarwinds’ advisory fees for portfolio administration and account servicing (annual charge, assessed quarterly).
3. The third level represents transaction costs associated with purchasing or selling securities to establish initial portfolio positions as well as periodic account rebalancing to maintain the integrity of each model portfolio strategy.

Please contact info@cedarwinds.com for a more detailed description and explanation of our pricing schedule.

How Cedarwinds is Different