Coston And Mcisaac Investment Advisers, Llc

Coston and McIsaac Investment Advisers LLC refers clients to third‑party independent managers and wrap‑fee programs, with its referral population described as individuals, retirement accounts, organizations, and trusts. The firm was formed out of the principals’ accounting practice and is affiliated with Coston and McIsaac CPAs and with Coston, McIsaac and Partners, Inc., reflecting a close connection between its advisory referrals and the accountants who originate them.

The firm does not provide portfolio management or hold client assets; instead it evaluates client needs and recommends independent managers such as Morgan Stanley and UBS, then maintains ongoing contact with those managers about the referred accounts. Its adviser representatives may also provide general tax advice and, when more specific tax work is warranted, perform that work and bill separately as CPAs.

The solicitor‑only structure, with written solicitation agreements with major broker‑dealers and referral compensation in lieu of charging percentage‑of‑assets fees or directly managing portfolios, distinguishes Coston and McIsaac from more traditional supported advisers. The integration of accounting services and investment referrals — including ongoing coordination with independent managers and occasional tax consulting by the same professionals — is a notable, atypical feature of the firm’s business model.