EM
CFP

Eileen Lela Mccaffrey

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
339 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$490.2M

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:From $2,500

Marble Trail Advisors charges a fixed fee for financial planning (minimum $2,500/year) and an asset-based fee for investment management, ranging from 0.30% to 1.00% annually. The specific fee level is established in each client's investment advisory contract. Fees are paid quarterly in advance, and clients can terminate with written notice for a prorated refund. Fees are exclusive of brokerage commissions and other related costs.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

5 Court Street, Middlebury, VT, 05753

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Marble Trail Advisors
January 2022 - Present · 4 yrs
State Registrations2 states
MEVT
Advisor
Exams
No exam information available for this advisor.
Eileen Lela Mccaffrey - Financial Advisor | AdvisorDiscover