Wilson Barton is a registered investment advisor at Cardinal Wealth Advisory, LLC, based in Memphis, TN, with 6 years of industry experience. Wilson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 93 clients with $210M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are negotiable for accounts above $10,000,000. Fixed income fees are lower.
Fee Estimator
Location
5100 Poplar Ave Suite 2410, Memphis, TN, 38137
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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 Wealth Advisory, LLC
Previous Registrations
Sunburst Financial Group, LLC
State Registrations1 state
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