ST
CFP
ST
CFP
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 (1)
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Employment Separation After Allegations
September 2007Other Business Activities
Sally is the Executive VP of Cross Border Services at Cardinal Point Capital Management Inc. in Vancouver, BC, Canada. This activity is investment-related.
Employment History
Current Registrations
Cardinal Point Wealth Management
March 2020 - Present · 6 yrs
Previous Registrations
Cardinal Point Wealth Management
December 2021 - October 2022 · 10 mos
Cardinal Point Wealth Management, LLC
March 2020 - November 2021 · 1 yr 8 mos
Keatsconnelly
February 2009 - January 2020 · 10 yrs 11 mos
Cross Border Tax & Accounting, LLC
March 2008 - October 2011 · 3 yrs 7 mos
Keats Connelly and Associates INC.
October 2007 - June 2010 · 2 yrs 8 mos
Clanco Management CORP.
December 2005 - March 2008 · 2 yrs 3 mos
State Registrations1 state
AZ
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.