Jonathan Andrews is a CFP-designated registered investment advisor at Cardinal Capital Management INC, based in Raleigh, NC, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 305 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cardinal Capital's annual investment advisory fee is based on a percentage of the market value of your investments. The fee varies depending on the type of asset:
- Bonds:
- First $2,000,000: 0.50%
- Next $3,000,000: 0.40%
- Over $5,000,000: Negotiable
- Domestic Large Cap Equity:
- First $2,000,000: 1.00%
- Next $3,000,000: 0.80%
- Over $5,000,000: Negotiable
- Non-Domestic Equity and Small Cap:
- First $2,000,000: 1.50%
- Next $3,000,000: 1.20%
- Over $5,000,000: Negotiable
You must have at least $500,000 to invest and pay a minimum annual fee of $2,500.
Location
2626 Glenwood Avenue, Suite 380, Raleigh, NC, 27608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cardinal Capital Management INC
State Registrations2 states
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