Nancy Kay is a registered investment advisor at Candace Shira Associates, LLC, based in Pittsford, NY, with 24 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 444 clients with $410M 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 $500K | 0.85% |
| $500K+ | 0.60% |
Fees may be reduced or increased based on a specific situation of a client. The firm also offers fixed income/transitional/distribution accounts with fees ranging from 0.30% to 0.60%, and American Fund only accounts at 0.50%.
Fee Estimator
Location
115 Sully'S Trail, Suite 8, Pittsford, NY, 14534
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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
Candace Shira Associates, LLC
Previous Registrations
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Manning & Napier Investor Services, INC.Broker
State Registrations1 state
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