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Bryce Lausier

Advisor at Means Wealth Management

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Means Wealth Management logo

Firm

Means Wealth Management

Location

Bangor, ME 04401-3614

Credentials

Series 65

Industry experience

< 1 year

About

Bryce Lausier is a financial advisor at Means Wealth Management in Bangor, ME, holding a Series 65 designation. He has worked at Means Wealth Management since 2024 and has prior experience at Lebel & Harriman, LLP, the New England Environmental Finance Center, the University of Maine, Saint Anselm College, and in middle and high school education. Means Wealth Management provides portfolio management and integrated financial planning services primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and qualified employer retirement plans. The firm uses both active and passive investment strategies, emphasizes regular client communication and educational outreach, and operates solely as a fiduciary.

Client services

Based on Means Wealth Management

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops
Provide exit planning svcs for a negotiated fee

Expertise

Based on Means Wealth Management

Business exit / sale strategy Options & derivatives strategies

Occupation focus

Based on Means Wealth Management

Founder/Business Owner Executive

Demographic focus

Based on Means Wealth Management

Mid-Career Professionals

Fee options

Fixed

Financial plan initial review and development: $2,500; Annual financial plan reviews: $500; Additional reviews: $500 each; Exit planning project-based fees typically $15,000 to $50,000.

Percentage

$0 - $100,000: 2.00% $100,001 - $500,000: 1.60% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Other

Account minimum: $1,000,000 (minimum household relationship size, waived at discretion) Minimum fee: Up to $5,000 minimum annual fee for Investment Advisory Services Fee-only: Fee-only investment advisor; no commissions, transaction fees, or markups charged.

Location

802 Stillwater Ave.

Bangor, ME 04401-3614

Most active in

Maine · Texas

Work history

Means Wealth Management

2025 - Present (1 year)

Lebel & Harriman, LLP

2025 - 2025 (1 year)

New England Environmental Finance Center

2024 - 2025 (1 year)

Means Wealth Management

2024 - 2024 (1 year)

University of Maine

2023 - 2024 (1 year)

Saint Anselm College

2020 - 2022 (2 years)

Middle School & High School

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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