Advisor at Cedar Ridge Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cedar Ridge Investment Management LLC
Location
Redlands, CA 92373
Credentials
Series 63
Industry experience
1 year
Joel Hendriks is the sole advisor at Cedar Ridge Investment Management LLC in Redlands, CA, holding a Series 63 designation with one year of industry experience. He has been involved with Prospect Financial Solutions LLC since 2012, where he serves as CEO overseeing tax preparation and planning services. Additionally, he manages Prosect Payroll LLC, a payroll service bureau. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a quantitative and fundamental investment process, manages both discretionary and non-discretionary accounts without accepting commissions, and maintains formal compliance controls.
Based on Cedar Ridge Investment Management LLC
Based on Cedar Ridge Investment Management LLC
Financial planning fees due 100% at completion and delivery of the financial plan; Fixed fees may be negotiated and are generally capped at $500 prepaid per client and 6 months in advance.
$0.01 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70% $100,000 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001+: 1.50%
31629 Outer Highway 10, Suite E
Redlands, CA 92373
California
Prospect Financial Solutions LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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