Cardinal Mark LLC offers investment management on a discretionary basis, creating portfolios based on clients' financial situations, return expectations, and risk tolerance. Clients can set reasonable investment restrictions. Cardinal Mark also provides financial planning services. The firm may recommend clients establish brokerage accounts with Schwab, but the final decision rests with the client.
Assets Under Management$11M
Clients21
Advisors1
Avg. per Client$540K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are generally not negotiable, but may be in rare circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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