Cairn Financial Group offers comprehensive financial planning and investment management services for individuals, high-net-worth clients, and retirement plans. Cairn Financial Group provides broad-based financial planning covering tax strategies, retirement, estate planning, insurance, education funding, and cash flow analysis. For investment management, Cairn Financial Group builds diversified portfolios using mutual funds, exchange-traded funds, and individual stocks, operating on both discretionary and non-discretionary bases. Additionally, Cairn Financial Group offers specialized support for retirement plan accounts, such as 401(k) portfolios, alongside project-based planning engagements. Cairn Financial Group is principally owned by William Nathan Greene and Taylor Whitt and operates out of Nashville, Tennessee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.75% |
Clients who also engage Cairn Financial Group for financial planning receive a discounted rate of 0.95% on the first $1,000,000. Fees are negotiable.