Penobscot Financial Advisors
Assets Under Management
$434.5M
Number of Clients
796
Number of Advisors
7
Average Client AUM
$546K
AUM per Advisor
$62.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Penobscot Financial Advisors offers comprehensive wealth management, financial planning, and investment advisory services. They create customized investment portfolios based on client goals, risk tolerance, and financial situations. They also provide ongoing financial planning services on an annual retainer.
Fee Structure
Minimum Investment:$200K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$4,800
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Location
One Monument Square, Suite 501, Portland, ME, 04101
