Lorrie Minor
Advisor at Cardinal Mark LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cardinal Mark LLC
Location
Glencoe, IL
Credentials
CFA®, Series 65, Series 66
Industry experience
26 years
About
Lorrie Minor is a CFA® charterholder with 26 years of industry experience, currently serving as the sole advisor at Cardinal Mark LLC since 2007. She holds Series 65 and Series 66 licenses. Outside of financial advising, she is the Chief Accounting Officer and Controller at NYRC Management, LLC, a fast casual dining company. Cardinal Mark LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $11.3 million across 21 accounts. The firm employs a mix of quantitative optimization, computer modeling, and technical analysis to construct portfolios tailored to clients’ financial situations and risk tolerances.
Fee options
$0 - $1,000,000: 1.00% annually Over $1,000,000+: 0.50% annually
Fee-only: Investment advisory fees based on assets under management; no commissions or sales charges received by the firm.
Location
Glencoe, IL
Most active in
Lorrie M has reported serving >5 clients in these states in the last 12 months.
Illinois
Work history
Cardinal Mark LLC
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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