Patricia Pottle
Patricia Pottle is a registered investment advisor at Coston, Mcisaac & Shea Financial Advisors, based in Bar Harbor, ME, with 19 years of industry experience. Patricia 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 A, Bar Harbor, ME, 04609
Get directionsHistory
Regulatory History (1)
Regulatory
August 2017Other Business Activities
Patricia is a certified public accountant and 12.5% owner of Coston & McIsaac, CPA's. She also refers accounting clients to Coston and McIsaac Investment Advisers, LLC and receives compensation for these referrals, and is an employee of Coston, McIsaac, and Partners, Inc, dedicating her full time to these three entities.
Employment History
Current Registrations
Coston, Mcisaac & Shea Financial Advisors
Coston and Mcisaac Investment Advisers, LLC
State Registrations1 state
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.