Michael Hinterlong
Michael Hinterlong is a CFA-designated registered investment advisor at Cardinal Point Wealth Management, based in Scottsdale, AZ, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,387 clients with $4.8B 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 $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% |
Fees are generally non-negotiable, though the firm may reduce account minimums or fee rates at its discretion.
Fee Estimator
Location
14000 N Pima Drive Ste #215, Scottsdale, AZ, 85260
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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 Point Wealth Management
Previous Registrations
Cardinal Point Wealth Management
Cardinal Point Wealth Management, LLC
Keatsconnelly
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
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