Cedar Rowe Partners

Cedar Rowe Partners


Five Concourse Parkway Suite 2950

Atlanta, GA 30328



No. advisers: 6

AUM: $309,170,612

Asset Breakdown

Employees 6
High-net-worth individuals 51-75%
Financial planning clients 51-100
High-net-worth client assets More than 75%
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

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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

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

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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

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

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Hillary Clinton's tax plan would hit the very rich

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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....

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*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.


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