Advisor at Big Cedar Investment Advisors
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Firm
Big Cedar Investment Advisors
Location
Scottsdale, AZ 85262
Credentials
Series 65
Industry experience
10 years
Gregg Tushaus is a financial advisor at Big Cedar Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and has served in executive management roles outside of finance, including Chief Technology and Strategy Officer at Corporate Central Credit Union and President of Emergifi, LLC. Big Cedar Investment Advisors provides portfolio management and financial planning to individuals, accredited investors, family offices, and non-profit organizations. The firm uses a combination of fundamental and technical analysis within a modern portfolio theory framework and manages discretionary accounts with a focus on institutional-type clients.
Based on Big Cedar Investment Advisors
$2,500 fixed fee for Comprehensive Financial Plan; $1,000 fixed fee for Annual Financial Plan Review
$0 - $1,000,000: 1.10% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $25,000,000: 0.70% annually $25,000,001+: 0.60% annually
$200 hourly fee for Separate Financial Planning Consultations
Account minimum: $200,000 Fee-only: Comprehensive Financial Plan: $2,500 fixed fee; Annual Financial Plan Review: $1,000 fixed fee; Separate Financial Planning Consultations: $200 hourly fee
37850 N 93 Rd Pl
Scottsdale, AZ 85262
Arizona · Wisconsin
Corporate Central Credit Union
2016 - Present (10 years)
Big Cedar Investment Advisors
2015 - Present (11 years)
Dedicated Computing
2011 - 2016 (5 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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