Cardinal Financial Consultants offers investment advice and portfolio management services, including selecting and allocating investments among various asset classes like stocks, bonds, and mutual funds. They tailor their advice to each client's individual needs and may offer financial and retirement planning services to advisory clients. Cardinal Financial Consultants acts in the client's best interest.
Assets Under Management$18M
Clients84
Advisors1
Avg. per Client$210K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may vary based on portfolio size and services requested.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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