A Wealth Management Partner
Expert Guidance for Your Unique Retirement Journey
Navigating retirement planning and investing can be stressful and confusing. But it doesn’t have to be. The team at Penobscot Financial Advisors is here to simplify the process with personalized services for a worry-free financial future.
We’ll create a comprehensive retirement plan that captures your goals and a realistic strategy to reach them. We’ll match your plan with an investment strategy and implement it across your accounts, then monitor and optimize. All the while, we’ll help take care of all the other areas of your financial life, including taxes, insurance and estate planning.
Our holistic approach prioritizes your financial well-being and trust so you can focus on the retirement you’ve always envisioned. Start your journey to financial peace of mind now and schedule your free introductory meeting.
Fee Structure
Our pricing is tiered based on the amount of assets we manage for a household. There is no asset minimum to work with us. There is a minimum annual fee that ranges from $4,800 to $7,200 depending on your household assets and complexity. Fees are withdrawn directly from your managed portfolio or invoiced for payment.
| Asset Under Management | Annual Fee |
|---|---|
| Up to $1,000,000* | 1.0% |
| $1,000,000 – $5,000,000 | 0.6% |
| $5,000,000 + | 0.4% |
Why PFA?
Fee-only Fiduciaries: PFA does not receive compensation from any source other than our clients. All of our decisions are only motivated by your best interests and goals.
Certified Financial Planners™: Your Financial Planning Team will include one or more CFP® Professionals.
Independent Investment Advisers: Our proactive portfolio management will keep you on track toward your goals.
Simple Account Management: Our Client Success Team simplifies account set up and maintenance.
Maine-Based, Clients Nationwide: We have offices in Portland and Bangor, Maine but work with clients across the country.
Environmental, Social, and Governance (ESG): We consider these issues in all areas of our business, including our investments and our stakeholder and community relations.
