Cardinal Point Wealth Management provides portfolio management, financial planning, and tax preparation services to individuals, families, and businesses. Portfolio management includes financial planning and consulting. Financial planning covers various aspects of financial management, and tax preparation includes U.S. and Canada tax returns. Cardinal Point also offers access to financial solutions through UPTIQ and insurance solutions through Focus Risk Solutions.
Assets Under Management$4B
Clients2,286
Advisors8
Avg. per Client$1.7M
Avg. per Advisor$500M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are generally non-negotiable, however, the firm in its sole discretion may reduce its account minimum or the fee that it charges to clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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