Maryelizabeth Conlon-Kesse
Maryelizabeth Conlon-Kesse is a registered investment advisor at Reynders, Mcveigh Capital Management, LLC, based in Boston, MA, with 16 years of industry experience. Maryelizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 749 clients with $4.2B 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 $3.0M | 1.00% |
| $3M+ | 0.75% |
Accounts invested solely in fixed income are charged 0.30%. Fees are negotiable based on circumstances and relationships.
Fee Estimator
Location
10 Post Office Square, Suite N1010, Boston, MA, 02109
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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
Reynders, Mcveigh Capital Management, LLC
Previous Registrations
Penobscot Investment Management Company, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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