Cabin Advisors offers investment advice and portfolio management to individuals, corporations, and trusts. Services include the Rep as Manager Program, monitoring of investments, and a Unified Managed Account Program. Financial planning is also available for a flat fee or hourly rate. Cabin Advisors acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$130M
Clients166
Advisors15
Avg. per Client$810K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:$25K
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.
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