Assets Under Management
$111.0M
Number of Clients
97
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$37.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cardinal Retirement Planning provides financial planning, consulting, portfolio management, and econometric consulting. They work primarily with pre-retirees, retirees, high-net-worth clients, businesses, and non-profits, offering services in cash flow, retirement, tax & estate planning, insurance, alternative assets, and college planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
The annual fee may be negotiable based upon certain criteria.
NC, United States