Cabin Advisors is a registered investment advisor based in Kansas that offers personal financial planning and portfolio management services. Cabin Advisors works with individuals, corporations, trusts, and other entities to help them achieve their financial goals. The firm offers several programs, including a representative-managed program, investment monitoring for retirement plans and variable annuities, and a unified managed account program utilizing third-party models. Cabin Advisors tailors its advice to each client's specific objectives, risk tolerance, and time horizon. In addition to investment management, certain representatives offer standalone financial planning covering retirement, estate needs, cash flow, tax mitigation strategies, and insurance planning. Cabin Advisors uses independent custodians such as Charles Schwab, Fidelity Institutional, and Goldman Sachs to hold client assets, and operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiated between the client and representative and may vary based on account size and services provided.