David Mckechnie
David Mckechnie is a registered investment advisor at Beauport Financial Services, LLC, based in Glouchester, MA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing financial planning/consulting fees range from $1,500 to $10,000 per year and are negotiable, based on the scope of services provided. The minimum annual fee is $1,500. Fees are paid monthly, quarterly, or semi-annually.
Beauport Financial Services offers financial planning services on an hourly and fixed fee basis. Fixed fees generally range from $1,500 to $10,000. The standard hourly fee is up to $300 per hour for meetings, phone consultations, retirement projections, and research projects.
Location
3 Heritage Way, Suite 2, Glouchester, MA, 01930
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
David is engaged in the sale of health insurance, 401(k), and other employee benefits through various companies. He also serves in leadership roles for several community organizations and receives marketing fees for client referrals, while dedicating minimal time to selling disability and fixed life insurance products.
Employment History
Current Registrations
Beauport Financial Services, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
New England SecuritiesBroker
State Registrations29 states
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