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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 19 clients with $12M 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 non-negotiable. Billed quarterly in advance.
Fee Estimator
Location
Glencoe, IL
Get directionsHistory
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
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
More Advisors
- Marcie Pickard, CFPArthur M. Cohen & Associates LLC
- Patrick Mottley, CFA, CFPAmeriprise Financial Services, LLC
- David Hanold, CFAHanold Asset Management, LLC
- Megan Kellerman, CFAPeakline Partners, LLC