Cardinal Point Capital provides investment management services on a discretionary basis to individuals and institutions. They manage investment advisory accounts, employing strategies like fundamental value investing and buy-and-hold. The firm may tailor services to individual client needs. They do not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are not negotiable. The Adviser or one of its affiliates will receive performance-based compensation based on a share of capital gains on or capital appreciation of the assets of a client (such as a client that is a hedge fund or other pooled investment vehicle). The current performance-based compensation rate is 20%. The Adviser, in its sole discretion, may, in effect, waive or reduce the investment management fee and/or performance-based compensation for members, principals, employees or affiliates of the Adviser, relatives of such persons and certain large or strategic investors.