Lorrie Minor is a CFA-designated registered investment advisor at Cardinal Mark LLC, based in Glencoe, IL, with 26 years of industry experience. Lorrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 21 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are generally not negotiable, but may be in rare circumstances.
Fee Estimator
Location
Glencoe, IL
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Regulatory History
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 →Other Business Activities
Lorrie is the Chief Accounting Officer and Controller for NYRC Management, LLC, a fast-casual dining company, since January 2025. This takes about a quarter of her time, with a significant portion occurring during securities trading hours, but is not investment related.
Employment History
Current Registrations
Cardinal Mark LLC
Previous Registrations
Learnvest Planning Services, LLC
UBS Financial Services INC.
Ernst & Young LLP
State Registrations1 state
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