Patrick Mccoy
Patrick Mccoy is a registered investment advisor at Main Street Financial Advisory LLC, based in West Newbury, MA, with 24 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 51 clients with $27M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.55% |
For assets above $3,000,000, the fee is 0.55% on the first $3,000,000, and 0.25% on all assets above. Fees are negotiable.
Fee Estimator
Location
291 Main Street, West Newbury, MA, 01985
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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
Patrick is an Implant System Ambassador for Integrum, LLC since February 2024, spending minimal time answering questions and representing the company. This activity is not investment-related.
Employment History
Current Registrations
Main Street Financial Advisory LLC
Previous Registrations
The Financial Advisors, LLC
Lowell Blake & Associates 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.