Sally Mccray
Sally Mccray is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Bellevue, WA, with 40 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
11004 NE 11th Street, Suite 110, Bellevue, WA, 98004
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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 →Other Business ActivitiesSells Insurance
Sally sells fixed insurance as an agent under 'Financial Advisory Partners' and is an IAR of FAP, LLC, offering financial planning services. She also owns FAP, LLC, a private entity to facilitate advisory business and another entity for managing commercial real estate; these activities take about 10-20% of her time each.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Fap,llc
Previous Registrations
Kms Financial Services, INC
Fap,llc
Kms Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Ids Marketing CorporationBroker
State Registrations22 states
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.