Mark Farrelly is a CFP, ChFC-designated registered investment advisor at Cairn Investment Group, based in Vancouver, WA, with 22 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 3 more. Their firm serves 352 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
500 Broadway Street, Suite 480, Vancouver, WA, 98660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cairn Investment Group
Previous Registrations
Ep Wealth Advisors
Newfocus Financial Group, LLC
Strategic Advisers, INC.
State Registrations4 states
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