Cardinal Retirement Planning provides financial planning, portfolio management, and econometric consulting. They work primarily with pre-retirees, retirees, high-net-worth individuals, businesses, and non-profits, assisting with cash flow, retirement, tax, estate, insurance, alternative assets, and college planning. They offer ongoing or project-based financial planning and asset management services on a discretionary or non-discretionary basis. Cardinal Retirement Planning also recommends third-party money managers and receives referral fees.
Assets Under Management$120M
Clients101
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$41M
www.cardinalretirementnc.com ·www.linkedin.com/company/cardinal-retirement-pl... ·www.planwithcardinal.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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