Our Services
Comprehensive wealth management tailored to your needs.
Investment Management
Personalized portfolio management designed around your goals, risk tolerance, and time horizon. We construct diversified portfolios using a disciplined, long-term approach.
- Customized portfolio construction
- Ongoing portfolio monitoring and rebalancing
- Tax-efficient investment strategies
- Regular performance reporting
Financial Planning
Comprehensive financial planning to help you navigate life's major decisions with confidence and clarity.
- Retirement planning and projections
- Cash flow and budget analysis
- Education funding strategies
- Insurance and risk assessment
Retirement Planning
Specialized guidance for those approaching or in retirement, focused on income planning and wealth preservation.
- Social Security optimization
- Retirement income strategies
- Required Minimum Distribution planning
- Estate and legacy considerations
Consultation Services
One-time or ongoing consultations for specific financial questions or second opinions on existing strategies.
- Portfolio reviews
- Financial plan evaluations
- Specific topic consultations
- Second opinions on investment decisions
Fee Schedule
We believe in transparent, straightforward pricing. Our standard fee structure is based on a percentage of assets under management (AUM).
For clients who require targeted investment advice or comprehensive financial planning without engaging our firm for ongoing asset management services, we offer flexible hourly consultations at a rate of $200 per hour.
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $50,000 | 2% |
| $50,001 - $100,000 | 1.75% |
| $100,001 - $250,000 | 1.5% |
| $250,001 - $1,000,000 | 1.25% |
| Over $1,000,000 | 1% |
Billing: Fees are billed quarterly in arrears based on the account value at the end of each quarter.
Important Notice: Services provided by Cardinal Wealth Management LLC are not guaranteed to produce any particular results. Investment performance is subject to market conditions and individual circumstances. Past performance is not indicative of future results. Please refer to our Form ADV Part 2A for complete information about our services and fees.
Ready to Learn More?
Schedule a complimentary consultation to discuss your financial situation and how we can help.
Contact Us