Cardinal Wealth Advisory offers investment advice to individuals, high-net-worth individuals, and institutions. Cardinal Wealth focuses on a three-step approach to portfolio management: investment policy evaluation, money manager search and selection, and monitoring and reporting on investment performance. The advisory services are normally offered as a complete package, but can be offered as stand-alone services.
Assets Under Management$210M
Clients93
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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