Colleen Pherson
Colleen Pherson is a CFA-designated registered investment advisor at Penobscot Investment Management Company, INC., based in Boston, MA, with 10 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 562 clients with $1.6B 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% |
| $2M+ | 0.60% |
Standard fee schedule shown. When Penobscot serves as trustee, fees are higher: 1.25% up to $1M, 1.05% for $1M-$2M, and 0.85% for $2M and above. Fees are negotiable in certain circumstances.
Fee Estimator
Location
50 Congress Street, Suite 410, Boston, MA, 02109
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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
Penobscot Investment Management Company, 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.
Exams
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