Cardinal Capital Management Review


Trust Score 96%
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Cardinal Capital Management, federally registered in 2003, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 6 advisors. Cardinal Capital Management manages $1.5 billion and provides investment advisory services for 1,123 clients (1:188 advisor/client ratio).

Cardinal Capital Management requires a $500,000 minimum investment and charges a blended rate 1.50% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 188 clients (industry average 1:50)
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $1,331,789
Hybrid Advisor No
Disciplinary History No
Total AUM $1.5 billion
Advisor / Client Ratio 1:188
Headquarters Winnipeg, Rhb Canada
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.50%
$2,000,001 to $5,000,000 1.25%
$5,000,001 to $10,000,000 1.00%
$10,000,001+ Negotiable


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