Cardinal Advisers offers personalized investment management services, constructing investment allocations based on client information. They also provide one-time financial planning services for a fixed or hourly fee, recommending investment strategies. Cardinal also offers sub-advisory services to other registered investment advisors. They assist international clients with offshore personal holding companies.
Assets Under Management$120M
Clients46
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $1000K | 1.00% |
| $1M+ | 0.80% |
For accounts up to $100,000, a fixed fee of $1,000 per year is charged. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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