Assets Under Management
$1.4B
Number of Clients
547
Number of Advisors
7
Average Client AUM
$2.5M
AUM per Advisor
$198.7M
Compensation
Fee-Only (AUM)
Penobscot Investment Management provides investment management services with a goal of long-term capital appreciation and income growth in diversified portfolios. They invest in leading companies with financial strength and consider ESG issues. Portfolios are managed with consideration to client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable in certain circumstances.
155 Federal Street, Suite 1602, Boston, MA, 02210