Christopher Wood is a registered investment advisor at Cabin Advisors, LLC, based in Overland Park, KS, with 1 years of industry experience. Christopher 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cabin Advisors, LLC
Cabin Securities, INC.
Cabin Securities, INC.Broker
Previous Registrations
Arete Wealth Management, LLCBroker
State Registrations9 states
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