James Vassas
James Vassas is a CFP-designated registered investment advisor at Cairn Investor Services, based in Myrtle Beach, SC, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 48 clients with $1.9M 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 $100K | 1.80% |
| $100K - $250K | 1.57% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.45% |
Fees for personal family members of Cairn who have a Customized Investment Management Service agreement are charged quarterly at a fixed rate of 1% regardless of account value.
Fee Estimator
Location
Myrtle Beach, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
James sells fixed insurance products, including fixed life, annuity, health, and fixed index annuities. This takes about full-time.
Employment History
Current Registrations
Cairn Investor Services
Previous Registrations
Spc
Bcg Securities, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.