Cardinal Capital Management offers investment advisory services on a discretionary or non-discretionary basis. Cardinal also provides financial planning, estate planning, and insurance planning. For individual clients, financial planning and consulting are generally included in the investment advisory fee, but additional charges may apply for extraordinary services. Cardinal may suggest other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$4B
Clients3,444
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$500M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...