Cedar Point Capital Partners, LLC

Cedar Point Capital Partners, LLC is an investment advisory firm based in Cedar Rapids, IA, established in 2022. The firm specializes in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business types. As a fiduciary, the firm is committed to acting in the best interest of its clients. Cedar Point Capital Partners offers services such as Comprehensive Portfolio Management, Financial Planning & Consulting, Portfolio Monitoring, and Retirement Plan Consulting. For Comprehensive Portfolio Management, the firm requires a minimum account balance of $500,000, which may be waived at the firm's discretion. Fees for this service are charged based on a tiered percentage of assets under management. Financial Planning & Consulting services are offered on an hourly, flat, or subscription fee basis, with maximum fee limits specified. The firm also provides Retirement Plan Consulting services to employer plan sponsors, assisting in various aspects of retirement plan management. Cedar Point Capital Partners does not offer or sponsor a wrap fee program and manages regulatory assets under management totaling $200,899,768 on a discretionary basis. The firm does not receive soft dollars beyond what is allowed by the Securities Exchange Act of 1934. Clients have the option to direct brokerage outside the firm's recommendation, but this may result in higher costs. The firm does not accept proxy authority to vote client securities. Financial information is not provided in the brochure as the firm does not meet the specified criteria for disclosure. For more information, clients are encouraged to review the full Brochure and Brochure Supplements available on the SEC's website.