Maureen Maciver is a registered investment advisor at Cary Street Partners, based in Johnson City, TN, with 25 years of industry experience. Maureen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
2335 Knob Creek Road, Suite 105, Johnson City, TN, 37604
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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
Maureen is the Chairman of the Board for Blue Ridge Medical Management since 2011. She attends board meetings every other month.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
First Tennessee Advisory Services, INC.
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
State Registrations18 states
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