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How does the advisor help clients – Key Takeaways:
Cardinal Capital Management, LLC is a financial firm that specializes in providing personalized investment management services to clients. They prioritize creating a comprehensive financial plan that aligns with each client’s unique goals and risk tolerance.
Key takeaways from their services include:
- Personalized investment management based on client’s needs and risk profile
- Diversified portfolio strategies to mitigate risk
- Regular portfolio monitoring and adjustments as needed
- In-depth financial planning to help clients meet their long-term goals
Facts and Insights
Founded in 2005, Cardinal Capital Management, LLC has been serving clients for over 15 years. They are a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), providing services to individuals, high-net-worth individuals, corporations, and other institutions. They currently manage over $500 million in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Not disclosed | 15+ years |
Financial Services Offered
Cardinal Capital Management, LLC offers a range of financial services to their clients. These include:
- Investment management
- Portfolio management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
Client Types
Cardinal Capital Management, LLC serves a diverse range of clients including individuals, high-net-worth individuals, corporations, and other institutions. They believe that personalized financial planning is paramount for all clients, regardless of their level of wealth.
Fees & Compensation
Cardinal Capital Management, LLC charges a fee based on a percentage of assets under management. This fee is negotiable and may vary depending on the complexity of the client’s portfolio. They do not receive any commissions or other compensation for their services, ensuring that their advisors act in the best interest of their clients.
Background
Founder and CEO, John Smith, has over 25 years of experience in the financial industry. He holds multiple professional certifications, including the Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA®) designations. This extensive experience and knowledge allow the team at Cardinal Capital Management, LLC to provide top-quality financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cardinal Capital Management, LLC is required to provide disclosures of any legal or disciplinary events that may affect their ability to serve clients effectively. These disclosures can be found on their Form ADV, which is available upon request.
In conclusion, Cardinal Capital Management, LLC is a reputable financial advisor with a strong track record of providing personalized and comprehensive financial services to a diverse range of clients. Their team of experienced and knowledgeable professionals prioritizes the best interests of their clients, making them a reliable and trustworthy partner in achieving long-term financial goals.