Wealth Cairn provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Wealth Cairn also offers pension consulting services to employee benefit plans and financial planning services covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, fixed income, insurance products, equities, ETFs, and non-U.S. securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable and will be memorialized in the client’s advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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