Cardinal Wealth Advisors evaluates a client’s financial situation to help them with their overall financial needs and goals. Depending on the client's needs, Cardinal Wealth Advisors may provide wealth management services that help them with retirement, education saving, risk management, and legacy planning. Cardinal Wealth Advisors offers both discretionary and non-discretionary asset management services.
Assets Under Management$82M
Clients117
Advisors2
Avg. per Client$700K
Avg. per Advisor$41M
www.linkedin.com/company/cardinalwealthadvisors ·www.cardinalwealthadvisors.com ·www.cardinalwealth.net
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
In some cases, Cardinal Wealth Advisors may alternatively negotiate a flat dollar-amount fee, or a negotiated Annual Fee Rate based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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