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Cardinal Wealth Management LLC
CARDINAL WEALTH MANAGEMENT LLC is a state-registered investment adviser. The firm manages approximately $5,000 in regulatory assets. It has 1 employee and 1...
Overview
CARDINAL WEALTH MANAGEMENT LLC is a state-registered investment adviser. The firm manages approximately $5,000 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
How does Cardinal Wealth Management justify its fees?
As a fee-only RIA, Cardinal Wealth Management charges a percentage of assets under management, which aligns its incentives with client returns. This fiduciary structure avoids commission-based conflicts found in broker-dealers, though exact fee schedules are not publicly stated. Transparency in pricing is a regulatory requirement for RIAs.
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