CM
CFA
CM
CFA

Colleen Cooney Macpherson

11 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
547 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2M+0.60%

Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 Congress Street, Suite 410, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Penobscot Investment Management Company, INC.
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Eaton Vance Distributors, INC.Broker
October 2013 - May 2016 · 2 yrs 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.