Cardinal Wealth Partners manages investment portfolios and provides full-service financial planning, covering tax, retirement, insurance, and estate planning needs. Cardinal Wealth Partners builds customized investment strategies primarily using exchange-traded funds and mutual funds, alongside equities, debt securities, and options when appropriate. Led by founder John Young, the firm tailors its services to individuals, trusts, estates, and business entities, continuously monitoring portfolio performance and rebalancing as market conditions or client circumstances change. Financial planning is included as part of the portfolio management service at no additional charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on assets, investment types, and financial complexity. Maximum annual fee is 1.50%.