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
March 2020 - Present · 6 yrs
Previous Registrations
Cardinal Point Wealth Management
November 2021 - October 2022 · 11 mos
Cardinal Point Wealth Management, LLC
March 2020 - November 2021 · 1 yr 8 mos
Keatsconnelly
July 2018 - January 2020 · 1 yr 6 mos
1776 Wealth Architects, LLC
May 2016 - January 2018 · 1 yr 8 mos
Keatsconnelly
May 2009 - July 2014 · 5 yrs 2 mos
Cross Border Tax & Accounting, LLC
May 2008 - October 2011 · 3 yrs 5 mos
Keats Connelly and Associates INC.
June 2004 - June 2010 · 6 yrs
American Express Financial Advisors, INC.
July 2003 - February 2004 · 7 mos
State Registrations3 states
AZFLTX
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.