Veronica Cardenas
Veronica Cardenas is a registered investment advisor at Cardenas Asset Management, LLC, based in Chicago, IL, with 25 years of industry experience. Veronica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 185 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fee is 0.65% for equities, stock mutual funds, and balanced mutual funds; 0.30% for fixed income, preferred stock, certificates of deposit, and income funds; and 0.15% for cash and money market funds.
Fee Estimator
Location
1335 S. Prairie Ave. #407, Chicago, IL, 60605
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2000Customer Dispute
November 1999Employment History
Current Registrations
Cardenas Asset Management, LLC
Previous Registrations
Cardenas Asset Management, LLC
State Registrations4 states
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