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
14000 North Pima Drive, Suite 215, Scottsdale, AZ, 85260
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
July 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cardinal Point Wealth Management
December 2021 - October 2022 · 10 mos
Cardinal Point Wealth Management, LLC
May 2018 - November 2021 · 3 yrs 6 mos
Schwab Private Client Investment Advisory, INC.
August 2012 - April 2018 · 5 yrs 8 mos
Charles Schwab & CO., INC.
August 2010 - August 2012 · 2 yrs
Charles Schwab & CO., INC.Broker
June 2010 - April 2018 · 7 yrs 10 mos
State Registrations3 states
CATXWA
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.