Cardinal Mark LLC is a registered investment advisor based in Glencoe, Illinois, led by sole member Lorrie Minor. The firm provides discretionary asset management and financial planning services tailored to individual clients, including high-net-worth individuals. Cardinal Mark structures investment portfolios based on each client's financial situation, return expectations, risk tolerance, and economic conditions, utilizing a mix of individual stocks, exchange-traded funds, mutual funds, and fixed income securities. The firm employs quantitative methods, technical analysis, and computer models for portfolio optimization. Cardinal Mark does not participate in wrap fee programs, charge performance-based fees, or require a minimum account size to open an advisory relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are generally non-negotiable. Billed quarterly in advance.