Colleen Macpherson
Colleen Macpherson is a CFA-designated registered investment advisor at Penobscot Investment Management Company, INC., based in Boston, MA, with 12 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 547 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are higher when Penobscot serves as trustee: 1.25% on the first $1,000,000, 1.05% on the next $1,000,000 (from $1,000,000.01 to $1,999,999.99), and 0.85% on amounts over $2,000,000. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
50 Congress Street, Suite 410, Boston, MA, 02109
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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
Penobscot Investment Management Company, INC.
Previous Registrations
Eaton Vance Distributors, INC.Broker
State Registrations1 state
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