David Mcnamee is a CFP-designated registered investment advisor at Measured Wealth Private Client Group, LLC, based in Sanford, ME, with 26 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, Investment Management, and 2 more. Their firm serves 598 clients with $460M 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% |
A client's legacy fee schedule could be honored and may be more or less than the Measured Wealth standard fee schedule. If an option strategy is employed, an additional 0.25% will be added to the fee schedule. Fees are negotiable.
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.
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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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