Andrew Shea
Andrew Shea is a CFP-designated registered investment advisor at Coston, Mcisaac & Shea Financial Advisors, based in Bar Harbor, ME, with 23 years of industry experience. Andrew 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-Suite B, Bar Harbor, ME, 04609-1806
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Andrew is a health and group insurance broker since 2009, dedicating minimal time to this activity. He also serves on the endowment committee for a local hospital and volunteers on a local finance endowment committee, each requiring minimal time.
Employment History
Current Registrations
Coston, Mcisaac & Shea Financial Advisors
Previous Registrations
Signator Investors, INC.
State Registrations2 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.