Coston, McIsaac & Shea Financial Advisors

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Total assets under management

$405,676,340

Total clients

1,513

6% high-net worth

Total advisors

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

168

Average account size

$268,127

Client services

Portfolio management Selection of other advisers Selection of assets held away for 401k

Fee options

Percentage

$0.00 - $250,000: 1.25% annually $250,000 - $500,000: 1.10% annually $500,000 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.90% annually $3,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000+: 0.60% annually

Other

Account minimum: $250,000

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Coston, McIsaac & Shea Financial Advisors

38 Rodick Street Suite B

Bar Harbor ME 04609-1806, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 207-288-4747

Advisors at this firm

Nicholas S

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Chester L

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Michael M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Matthew M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Ryan W

CFP®, Series 63, Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Patricia P

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Andrew S

CFP®, Series 63, Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Ronald W

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

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