Cairn Investor Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,530,299
Total clients
55
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$46,005
About
Cairn Investor Services is a solo advisory practice that provides financial planning and portfolio management primarily for individual clients rather than institutional or high-net-worth households. The adviser is a Certified Financial Planner™ who prepares financial plans and manages accounts for a modest client base with approximately $2.5 million in assets under management.
The firm states that accounts are reviewed on at least a quarterly basis by the sole adviser, and clients receive quarterly management reports that include a general market overview, material changes to holdings, and an invoice showing starting and ending values and fees. Financial plans are reviewed at client request or according to an agreed schedule, and accounts are monitored for significant market movements or changes in client circumstances.
Distinctive features disclosed in the brochure include that the adviser is separately licensed as an independent insurance agent and may sell life and health insurance products for commissions, a revenue source the firm identifies as a potential conflict of interest. In addition to traditional percentage-of-AUM billing (with fees frequently deducted from accounts), the firm’s fee arrangements can include a subscription-style fee option, which is less common among independent solo advisors.
Client services
Expertise
Fee options
Commissions earned from sale of insurance products such as life and health insurance
Main office location
Cairn Investor Services
Myrtle Beach SC, United States
Number of offices
1
Most active in
California · New Jersey · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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