wrapp this content in
How does the advisor help clients – Key Takeaways:
Coston and McIsaac Investment Advisers, LLC offer a range of financial services to help clients manage and grow their wealth. The firm has a team of experienced advisors who are dedicated to providing personalized and comprehensive financial advice to its clients.
Facts and Insights
According to publicly available data, Coston and McIsaac Investment Advisers, LLC has approximately $500 million in assets under management. The firm has a team of 10 advisors and has been in business for over 15 years.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
As a leading investment advisory firm, Coston and McIsaac offer a wide range of financial services to its clients, including portfolio management, retirement planning, tax planning, and estate planning. The firm also provides access to alternative investments and financial education resources.
Client Types
Coston and McIsaac Investment Advisers, LLC work with a diverse range of clients, including high net worth individuals, families, and small businesses. The firm also provides its services to institutional clients such as pension funds and foundations.
Fees & Compensation
Coston and McIsaac Investment Advisers, LLC are a fee-only firm, meaning they do not receive any commissions or third-party payments. Instead, the firm charges its clients a percentage of their assets under management as a management fee. This fee structure aligns the advisor’s interests with the clients’ goals and ensures transparency in the firm’s compensation.
Background
Coston and McIsaac Investment Advisers, LLC was founded in 2005 with the goal of providing independent and unbiased financial advice to its clients. The firm has a team of experienced and qualified advisors who have a deep understanding of the financial markets and industry trends. The firm has received numerous awards for its performance and commitment to its clients’ needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, Coston and McIsaac Investment Advisers, LLC is legally bound to act in the best interests of its clients. The firm must disclose any potential conflicts of interest and any disciplinary actions taken against its advisors. Clients can access this information through the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.