Frequently Asked Questions
Q. Can Cedar Hill help with estate planning, trusts or other financial services we may need?
A. Cedar Hill has close relationships with attorneys, accountants and estate planning professionals who can help you with:
- Cash Flow Modeling and Portfolio Tax Projections
- Retirement and Wealth Transfer Planning
- Banking, Insurance, Legal and Tax Provider Coordination
We would be pleased to make the appropriate introductions to these specialists.
Q. Who is MB Financial and how does it relate to Cedar Hill?
A. Cedar Hill Associates, LLC, became a majority-owned subsidiary of MB Financial Bank, N.A., in 2008. Cedar Hill is committed to providing our clients with highly personalized, customized services and attention.
With $10 billion in assets, MB Financial, Inc. (NASDAQ: MBFI) is the Chicago-based holding company for MB Financial Bank in Chicago. MB Financial has been helping its customers grow, manage and protect their wealth for more than 100 years.
Q. What are your fees for managing investment portfolios?
A.We provide investment management services that encompass equities, fixed income and alternative investments. Our fees are based on a percentage of assets under management. You can find a detailed disclosure of our fee schedules in our ADV II Disclosure Brochure.