EM
CFP
EM
CFP

Elizabeth Sandra Mckay

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
796 clients
Average Client Portfolio
$546K average
Assets Under Management
$434.5M

Fee Structure

Minimum Investment:$200K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.60%
$5M+0.40%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,800
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Location

One Monument Square, Suite 501, Portland, ME, 04101

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History

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.

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Employment History
Current Registrations
Penobscot Financial Advisors
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Coats Financial Planning
September 2018 - January 2022 · 3 yrs 4 mos
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.
Elizabeth Sandra Mckay - Financial Advisor | TrueAdvisor