Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,182 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.2B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3280 Bloor Street West, Centre Tower, Suite 500, Toronto, On, M8X 2X3
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cardinal Point Wealth Management
May 2013 - Present · 12 yrs 10 mos
Previous Registrations
Cardinal Point Wealth Management
November 2021 - October 2022 · 11 mos
Cardinal Point Wealth Management, LLC
February 2011 - November 2021 · 10 yrs 9 mos
E*trade Capital Management, LLC
June 2009 - January 2011 · 1 yr 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2002 - March 2005 · 3 yrs
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.