Cedar Rowe Partners

Cedar Rowe Partners

Share:

Five Concourse Parkway Suite 2950

Atlanta, GA 30328

770-622-9937

cedarrowepartners.com/

No. advisers: 6

AUM: $309,170,612

Asset Breakdown

Staff
Employees 6
Clients
High-net-worth individuals 51-75%
Financial planning clients 51-100
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $305,557,314 531 $575,438
Non-discretionary 3613298 8 $451,662
Total $309,170,612 539 $573,600

Tax reform: 7 essential strategies for financial advisers

January 13, 2018 - There's both good news and bad for financial advisers in the new tax law: While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies...

8 top tax and estate-planning tips

October 28, 2017 - ​ Let's face it, tax and estate planning can be complicated. The good news is, it doesn't always have to be. We talked to experts to get the lowdown on their top techniques for tax and estate planning. In other words, what underutilized yet relatively...

How will Hugh Hefner's estate 'look after' his widow's finances?

September 29, 2017 - Hugh Hefner, the media and cultural icon who died Wednesday at age 91, left behind a sizable estate with an estimated value of more than $40 million, not including the $100 million sale of his home — the Playboy Mansion — last August. Mr. Hefner,...

How financial advisers can take advantage of tax reform uncertainty

August 24, 2017 - All eyes are on the prospect of tax reform as congressional Republicans push hard to deliver on one of their most coveted policy goals. While their ability to achieve tax reform is far from certain, there are strategies financial advisers can use this...

Trump tax proposal leaves advisers in the dark on estate tax repeal

April 27, 2017 - The broad-brush tax proposal released Wednesday by President Donald J. Trump repeated his campaign pledge to repeal the estate tax, but failed to provide financial advisers with any additional detail regarding its form. That leaves advisers in estate-tax...

What will the estate tax look like under Trump?

February 5, 2017 - While it's clear that President Donald J. Trump wants to scrap the estate tax, it's not clear what financial advisers should be telling their clients as details about the law's demise get sorted out. Mr. Trump has suggested he wants to eliminate the controversial...

Opponents want new secretary to scrap Treasury Department estate-tax proposal

January 19, 2017 - Opponents of a Treasury Department proposal that would change the way inherited assets are valued want the Trump administration to rip up the rule. The proposal was not finalized by the Obama administration, which means that the Trump Treasury can take...

Estate tax repeal no 'slam dunk' under Trump and Republican-held Congress

November 9, 2016 - As the U.S. begins to digest Donald Trump's presidential-election upset win over Hillary Clinton on Tuesday, all eyes turn now to how the president-elect will govern and what policies he may or may not be able to push through upon taking office. Mr. Trump...

Hillary Clinton's tax plan would hit the very rich

October 30, 2016 - The U.S. election poses a giant question mark for advisers. Aside from the prospect of Democratic nominee Hillary Clinton or Republican standard-bearer Donald Trump winning the White House in November and bringing with them their wildly divergent tax...

Advisers say this part of Hillary Clinton's estate-tax plan is worse than the higher rate

September 23, 2016 - Democratic presidential nominee Hillary Clinton took another stab at the nation's wealthiest Americans on Thursday, endorsing an increase in the top estate-tax rate — a sharp contrast to her opponent Donald Trump's plan to eliminate the estate tax altogether....

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.