Veronica Cardenas
Veronica Cardenas is a registered investment advisor at Cardenas Asset Management, LLC, based in Chicago, IL, with 26 years of industry experience. Veronica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, 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% |
Fees vary by asset type: 0.65% for equities and balanced funds, 0.30% for fixed income and CDs, and 0.15% for cash and money market funds. Rates are non-negotiable.
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 Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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