Kardinal Financial provides financial planning and investment management services. Financial planning covers goal-setting, cash flow, debt management, investments, taxes, estate planning, insurance, college funding, and company benefits. Investment management is offered only as part of the comprehensive financial planning agreement. Project-based financial planning is also available for specific topics.
Assets Under Management$6.5M
Clients18
Advisors1
Avg. per Client$360K
Avg. per Advisor$6.5M
Fee Structure
Planning is included in investment management
Investment management is only offered as part of Kardinal Financial's comprehensive financial planning agreement. The annual fee for both planning and investment management ranges from $2,400 to $12,000, paid monthly or quarterly. The fee depends on the client's needs, complexity, time, research, and resources required.
Loading...
