Cairn Investor Services provides financial planning, general financial advisory services, subscription-based advisory and planning (UPLAN4U), and customized investment management. Financial planning involves a thorough analysis of your financial situation and goals. General financial advisory services are goal-specific. UPLAN4U is a customizable subscription service. Customized investment management uses mutual funds, stocks, and bonds. Cairn does not take custody of client funds.
Assets Under Management$1.9M
Clients48
Advisors1
Avg. per Client$39K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...