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. Sally is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
11004 NE 11th Street, Suite 110, Bellevue, WA, 98004
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
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 NetworkBroker
Commonwealth Financial Network
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.
Exams
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