Coston and McIsaac Investment Advisers refers clients to Morgan Stanley and UBS Financial Services for investment management. They receive a portion of the management fees paid by the clients they refer. Coston and McIsaac does not manage client assets directly.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Coston and McIsaac Investment Advisers does not directly manage investments. Instead, they connect you with third-party investment managers at Morgan Stanley and UBS. Coston and McIsaac receives a referral fee from these managers, which is a percentage of the fees you pay them. You won't be charged any extra fees because of this arrangement.
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