Coston, Mcisaac & Shea Financial Advisors
Firm details
- Headquarters
- Bar Harbor, Maine
- CRD number
- 194515
- Registered since
- May 26, 2015
- Website
- www.costonshea.com
- Custodians
- CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.78%
- Individuals42.22%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Coston, Mcisaac & Shea Financial Advisors is an independent, SEC-registered RIA that began registration in 2015 and is owned by individuals. The firm serves individual and family clients, providing portfolio management for individuals and small businesses and acting as a capital allocator through selection of other advisers. Its fee arrangements include both percentage-of-AUM and fixed fees. The adviser does not characterize itself as an active ESG investor and is not set up as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Private Funds13%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds3%
- US Government Bonds2%
Contacts
3 of 10
Ryan Willette
Financial PlannerCRD 5056955
Paul Coston
Investment Advisor & PartnerCRD 3132472
Patricia Pottle
Investment AdvisorCRD 5253399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 235Active vs passive
$182M in ETFs
49%
$88.4M
25%
$93.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $26.3M | 111,164 | 14.42% |
Location
Bar Harbor, ME
Hancock
Location
Bar Harbor, ME
Headquartered in Bar Harbor, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- Hancock
- Address
- 38 Rodick Streetsuite B
- Time zone
- ET (UTC-5)
- Office locations
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