Sterling Louviere
Sterling Louviere is a registered investment advisor at Cabin Advisors, LLC, based in Overland Park, KS, with 34 years of industry experience. Sterling operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 166 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cabin Advisors offers several investment management programs:
- Rep as Manager Program: Representatives manage accounts individually. Fees are negotiated but cannot exceed 2% annually.
- Monitoring of Investments: Representatives monitor variable annuities, 401(k)s, and other plans. Fees are negotiated but cannot exceed 1.5% annually, plus a quarterly administrative fee of up to $7.25. There may be an additional $25 per quarter for accounts held away.
- Unified Managed Account Program: Representatives provide ongoing investment advice and allocate assets among models, mutual funds, and ETFs. Fees are negotiated but cannot exceed 2% annually, plus a monthly administrative fee of up to $7.25.
Location
6240 W. 135th Street, Suite 214, Overland Park, KS, 66223
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Sterling is the President of Financial Architects, Inc. and is involved in various business activities including consulting on Qualified Opportunity Zone Funds, Captive Insurance Plans, and Tax Mitigation Plans; he also serves on the board of Altadena Rotary Charities and is a member of several LLCs.
Employment History
Current Registrations
Cabin Advisors, LLC
Cabin Securities, INC.Broker
Previous Registrations
Claraphi Advisory Network, LLC
Newbridge Securities CorporationBroker
Newbridge Financial Services Group, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Fsc Securities CorporationBroker
Walnut Street Securities, INC.Broker
New England SecuritiesBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.