Cardinal Retirement Planning, INC.
Assets Under Management
$111.0M
Number of Clients
97
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$37.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cardinal Retirement Planning, Inc. offers financial planning & consulting, portfolio management, and econometric consulting. They work primarily with pre-retirees & retirees, high-net-worth clients, businesses, and non-profits, assisting with cash flow, retirement, tax & estate planning, insurance, alternative assets, and college planning. The firm does not sell commissioned products.
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
Location
NC, United States