Brian Coughlin is a registered investment advisor at Cardinal Capital Management, INC., based in Winnipeg, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. 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% |
Fees for equities. Fees for fixed income are lower. Annual management fee charged on cash balances in a Client Portfolio will be charged at the lowest % rate applicable. Fees negotiable for amounts over $10 million.
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 Registrations1 state
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