Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Minimum annual fee ranging from $4,800-$7,200 based on household assets, excluding primary residence and complexity.
Fee Estimator
For wealth management, you'll pay an annual fee based on your portfolio size: 1.00% on the first $1 million, 0.60% on the next $4 million (between $1 million and $5 million), and 0.40% on amounts over $5 million. There is a minimum annual fee ranging from $4,800 to $7,200 based on household assets, excluding primary residence and complexity. Financial planning services are offered for a fee up to $7,200, which can be paid monthly, quarterly, or annually. UMS Financial Planning Services are offered for a one-time fee of $100.
Areas of Practice
Advisor Information
Office location
One Monument Square, Suite 501, Portland, ME, 04101
Get directionsContact
Craig Arthur JoncasRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Craig is a member (50%) of Joncas Properties, LLC, managing books/finances and doing occasional work at the building, spending minimal time. He is also a 51% owner of TWD Properties, LLC, a commercial property in Bangor, ME.
Employment History
Current Registrations
Penobscot Financial Advisors
Previous Registrations
Mid Atlantic Capital CorporationBroker
Mid Atlantic Financial Management, INC.
Ing Financial Partners, INC. Broker
Ing Financial Partners, INC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations2 states
Exams
Additional Information
Hi. I am Craig Joncas, a Certified Financial Planner™ (CFP®) who believes that EVERYONE deserves access to quality financial advice. With the help of my team at Penobscot Financial Advisors, I provide comprehensive Financial Planning and Asset Management services to individuals and families regardless of their income, assets or financial standing. I strive to develop long-term relationships with my clients, by acting as more than just their trusted advisor, but also as an educator, friend, and partner in their financial success.