Cairn Financial Advisors, LLC (CFA) manages investment portfolios and offers financial planning services. CFA creates investment plans based on clients' goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. CFA also uses sub-advisers like Geo Wealth and Betterment for portfolio management.
Assets Under Management$14M
Clients22
Advisors1
Avg. per Client$650K
Avg. per Advisor$14M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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