Andrew Charipar is a registered investment advisor at Cabin Advisors, LLC, based in North Liberty, IA, with 9 years of industry experience. Andrew 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
North Liberty, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is an Investment Advisor Representative at IAR Cabin Advisors LLC, dba Charipar Wealth. This role takes nearly full-time.
Employment History
Current Registrations
Cabin Advisors, LLC
Cabin Securities, INC.
Cabin Securities, INC.Broker
Previous Registrations
Modern Equity Services LLCBroker
Tryon Investments, LLC
State Registrations5 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.