James Sarandis is a registered investment advisor at Cabin Advisors, LLC, based in Mesquite, TX, with 8 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 414 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiated between the client and representative and may vary based on account size and services provided.
Fee Estimator
Location
Mesquite, TX
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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 →Other Business Activities
James is a partner at Arno Wealth, LLC, providing investment, tax, and financial planning services. All securities activities are executed and supervised by Cabin Securities, Inc, and advisory activities are supervised through Cabin Advisors LLC.
Employment History
Current Registrations
Cabin Advisors, LLC
Cabin Securities, INC.
Cabin Securities, INC.Broker
Previous Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Level Four Advisory Services
LPL Financial LLCBroker
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.
Exams
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