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Cardinal Point Wealth Management, LLC

Cardinal Point Wealth Management, LLC

Overview

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Insights

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on June 14, 2017
      • $333.9M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 150
        number of clients
      • $2.2M
        Estimated Average Account Balance Per Client

    Services

    Firm Services

    • Financial Planning
      • -Estate Planning
      • -Comprehensive Financial Planning
      • -Retirement Planning
      • -College Planning
      • -Charitable Planning
      • -Other Financial Planning
      • -Tax Planning
    • Pension Consulting
      • -401k
      • -403b
      • -457
      • -Defined Benefit
      • -Other Pension Consulting
    • Portfolio Management
      • -Individuals and/or Small Businesses
      • -Businesses or Institutional Clients

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    5

    name start date
    John McCord
    February 2011
    Jeffrey Scott Sheldon
    September 2009
    James Arthur Sheldon
    September 2009
    Terry Frank Ritchie
    April 2013
    Sandi Rossi
    February 2017

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Cardinal Point Capital Management Inc. IAR $179,302,000
      Cardinal Point Wealth Management, Inc. -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        James Arthur Sheldon Managing Member September, 2009 25% to 50%
        Jeffrey Scott Sheldon Managing Member & Chief Compliance Officer September, 2009 25% to 50%
        John Cragin Mccord Managing Member November, 2015 10% to 25%
        Terry Frank Ritchie Managing Member November, 2015 5% to 10%
          Source: SEC

          Fees

          Fee Only Firm
          $
          This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges