Cardinal Wealth Partners provides investment advice and portfolio management to individuals, trusts, estates, and businesses. CWP offers both discretionary and, in limited cases, non-discretionary portfolio management services. Financial planning, including tax, retirement, insurance, and estate planning, is included as part of the management process for eligible clients at no additional charge. Some advisors may also sell insurance and securities through affiliated companies, but they are legally required to act in your best interest.
Assets Under Management$13M
Clients55
Advisors1
Avg. per Client$240K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on the amount of assets under management and complexity of the client’s financial situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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