Nan Pendleton is a registered investment advisor at Old Port Advisors, based in Portland, ME, with 3 years of industry experience. Nan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 952 clients with $750M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.63% |
| $5M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. A 20% discount is accorded to qualified charitable organizations.
Fee Estimator
Location
130 Middle Street, 2nd Floor, Portland, ME, 04101-7104
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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
Old Port Advisors
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
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