Emily Burt is a CFA-designated registered investment advisor at Cardinal Capital Management, INC., based in Winnipeg, with 7 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,444 clients with $4B 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Rates shown are for equities. Fixed-income assets are charged lower rates (1.00% on the first $2M, 0.75% on the next $3M, 0.50% on the next $5M, and negotiated over $10M). Fees for amounts over $10 million are negotiated.
Fee Estimator
Location
1780 Wellington Avenue, Suite 400, Winnipeg, R3H-1B3
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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 →Employment History
Current Registrations
Cardinal Capital Management, INC.
State Registrations2 states
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
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