Cairn Investment Group offers investment management and financial planning services to individuals, pension plans, trusts, estates, charities, corporations, and other businesses. They help clients with financial goal setting, cash flow, investments, education funding, and retirement and estate planning. For investment management clients, financial planning is included at no additional cost. Standalone financial planning is offered on a case-by-case basis.
Assets Under Management$350M
Clients352
Advisors3
Avg. per Client$1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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