Cardinal Point Wealth Management
Assets Under Management
$2.2B
Number of Clients
1,182
Number of Advisors
7
Avg. Portfolio per Client
$1.9M
Avg. Managed per Advisor
$321.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Cardinal Point Wealth Management provides investment management, financial planning, and tax preparation services to individuals, families, and businesses. Cardinal Point creates investment plans, manages portfolios, and offers financial advice. They also offer access to credit and cash management solutions through UPTIQ Treasury & Credit Solutions, LLC and insurance solutions through Focus Risk Solutions, LLC.
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningHigh Net Worth
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Location
3280 Bloor Street West, Centre Tower, Suite 500, Toronto, On, M8X 2X3