David Mcnamee
David Mcnamee is a CFP-designated registered investment advisor at Measured Wealth Private Client Group, LLC, based in Sanford, ME, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 638 clients with $530M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
An additional 0.25% may be added for accounts using an option strategy. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
6 B Washington St., Suite 101, Sanford, ME, 04073
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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 Activities
David is a director at Partners Bank since 1991 and an independent accountant since 2008, each taking about 10-20% of his time or less. He also serves as treasurer for Community Baptist Church, dedicating minimal time.
Employment History
Current Registrations
Measured Wealth Private Client Group, LLC
Previous Registrations
Clm Capital Management LLC
State Registrations1 state
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