Elizabeth Mckay is a CFP-designated registered investment advisor at Penobscot Financial Advisors, based in Portland, ME, with 6 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 796 clients with $430M 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 - $5.0M | 0.60% |
| $5M+ | 0.40% |
Transaction fees are included in the overall fee. Minimum annual fee ranging from $4,800-$7,200 based on household assets, excluding primary residence and complexity.
Fee Estimator
Location
One Monument Square, Suite 501, Portland, ME, 04101
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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.
Learn about disclosures →Employment History
Current Registrations
Penobscot Financial Advisors
Previous Registrations
Coats Financial Planning
State Registrations1 state
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