Cardinal Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They also provide pension consulting services to employee benefit plans. Financial planning covers areas like investment, insurance, tax, retirement, college, and debt/credit planning. CWML generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$31M
Clients80
Advisors1
Avg. per Client$390K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.99% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.49% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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