James Sarandis is a registered investment advisor at Cabin Advisors, LLC, based in Mesquite, TX, with 8 years of industry experience. James 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
Mesquite, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James is a partner at Arno Wealth, LLC, providing investment, tax, and financial planning services. All securities activities are executed and supervised by Cabin Securities, Inc, and advisory activities are supervised through Cabin Advisors LLC.
Employment History
Current Registrations
Cabin Advisors, LLC
Cabin Securities, INC.
Cabin Securities, INC.Broker
Previous Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Level Four Advisory Services
LPL Financial LLCBroker
State Registrations1 state
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