Maurice Mcisaac
Maurice Mcisaac is a registered investment advisor at Coston, Mcisaac & Shea Financial Advisors, based in Bar Harbor, ME, with 23 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,254 clients with $470M 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable depending on the size of an account, the relationship of the Client to CM Partners, the nature of the services to be performed, the number of related accounts being managed, the percentage of Client holdings in fixed income assets and/or the length of time the account has been under management by CM Partners.
Fee Estimator
Location
38 Rodick Street-Suita A, Bar Harbor, ME, 04609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Maurice works as a consultant for Coston & McIsaac, CPA's, an accounting firm, and refers clients to investment advisors, receiving compensation for these referrals. He also serves as an investment advisor of Coston, McIsaac and Partners, Inc., allocating his time among the entities as needed.
Employment History
Current Registrations
Coston, Mcisaac & Shea Financial Advisors
Coston and Mcisaac Investment Advisers, LLC
State Registrations2 states
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