Cairn Investment Group Fees & Minimum

Overview

Headquarters: Vancouver, WA
Total Firm Assets: $385 million
Average High-Net-Worth Client Portfolio Size: $2.7 million
Stated Minimum Account Size: $400,000

Fee Disclosure

Source: FIRM BROCHURE ADV PART 2A (2026-09-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$5,000,000	0.65%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$38,000	0.76%
$10 million	$63,000	0.63%
$50 million	$183,000	0.37%
$100 million	$333,000	0.33%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 84.54%
Number of High-Net-Worth Clients: 120
Total Client Accounts: 806
Discretionary Accounts: 774
Non-Discretionary Accounts: 32

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 143601

FIRM BROCHURE ADV PART 2A (2026-09-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Cairn Investment Group disclose?

Is Cairn Investment Group a fiduciary?

Where is Cairn Investment Group located?

How many clients does Cairn Investment Group have?

What services does Cairn Investment Group offer?

How much does Cairn Investment Group manage?

What types of clients does Cairn Investment Group serve?