Annie Mcquilken is a CFP-designated registered investment advisor at Forever Financial Advisors, LLC, based in Fairport, NY, with 20 years of industry experience. Annie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 42 clients with $53M 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 - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Contact
Annie Mcquilken
Location
Fairport, NY
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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 →Employment History
Current Registrations
Forever Financial Advisors, LLC
Previous Registrations
Kintyre Financial Advisors, LLC
State Registrations4 states
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Exams
Additional Information
Typical net worth: $500,000 - $5,000,000