Cairn Financial Group offers financial planning and investment management services. Financial planning covers areas like tax, investment, insurance, estate, disability, business, retirement, education, debt management, and budgeting. Investment management is tailored to client needs, with asset allocation strategies implemented on a discretionary basis. Cairn also manages a private real estate fund.
Assets Under Management$63M
Clients192
Advisors3
Avg. per Client$330K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.75% |
For clients also receiving financial planning services, the fee on the first $1,000,000 is discounted to 0.95%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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