Anessa Custovic is a registered investment advisor at Cardinal Retirement Planning, INC., based in Chapel Hill, NC, with 5 years of industry experience. Anessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 101 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Annual fee may be negotiable. In rare cases a flat annual fee can be negotiated, not to exceed 2% of the assets managed.
Fee Estimator
Location
Chapel Hill, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Anessa is self-employed as a dog trainer since 2018. She dedicates minimal time to this practice.
Employment History
Current Registrations
Cardinal Retirement Planning, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.