Eileen Mccaffrey is a CFP-designated registered investment advisor at Marble Trail Advisors, based in Middlebury, VT, with 4 years of industry experience. Eileen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 368 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for investment management services range from an annualized rate of 0.30% to 1.00% based on total assets under Marble Trail management.
Fee Estimator
Location
88 Main Street, Middlebury, VT, 05753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Marble Trail Advisors
State Registrations2 states
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