Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Cardinal Retirement Planning offers ongoing financial planning and consulting for an initial fee of $500 to $5,000, plus a recurring quarterly fee of $250 to $2,250. Project-based financial planning and consulting are offered at an hourly rate up to $350 per hour. For asset management (Benchmark+ Portfolios), fees range from 0.60% to 1.25% annually, depending on the assets under management. Client Directed Portfolios have a flat fee of 0.60%. Variable annuity management fees are 0.50% of the contract value, with a minimum account value of $25,000. Referral fees range from 0.60% to 2.00% annually.
Areas of Practice
Advisor Information
Office location
Norfolk, VA
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob works as an insurance agent for Damis, Inc., dedicating about 10% of his time to insurance sales and advising since 2021. He also serves as treasurer for the Pi Lambda Phi Omega Beta Alumni Association, spending minimal time per month without compensation.