Cardinal Capital Management, based in Muncie, Indiana, offers personalized financial planning, portfolio management, and pension consulting services. Financial planning involves analyzing a client's financial situation and objectives to create a written plan. Portfolio management is tailored to meet individual needs and investment goals, with discretionary authority required. Pension consulting is offered to employee benefit plans and their fiduciaries.
Assets Under Management$95M
Clients140
Advisors2
Avg. per Client$680K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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