CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
2,563 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$7.7B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Advisory Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
David Joseph Mcpherson
Location
5 Widgery Wharf, 4th Floor, Portland, ME, 04101
Get directionsHistory
Regulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business Activities
David serves as a board member and treasurer for GPN Alliance, Inc., a non-profit organization for financial planners. This requires minimal time each month.
Employment History
Current Registrations
F L Putnam Investment Management CO.
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Four Ponds Financial Planning
January 2007 - November 2024 · 17 yrs 10 mos
State Registrations3 states
MAMERI
Advisor
Exams
No exam information available for this advisor.
Contact
David Joseph Mcpherson