Advisor at Maine Center for Wealth Management, LLC
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Firm
Maine Center for Wealth Management, LLC
Location
Augusta, ME 04330
Credentials
Series 63, Series 65
Industry experience
14 years
Craig Stevens is a financial advisor with Maine Center for Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Maine Center for Wealth Management since 2010 and also operates Stevens Law Offices, PA, where he practices estate planning. Stevens serves as an independent insurance agent offering life and annuity products and manages Dirigo Ventures LLC, a property management business. Maine Center for Wealth Management provides wealth management, discretionary portfolio management, and financial planning to individuals, families, trusts, estates, retirement plans, and businesses. The firm constructs portfolios tailored to clients’ investment objectives and risk tolerance, emphasizing ETFs over mutual funds and typically managing assets on a discretionary basis.
Based on Maine Center for Wealth Management, LLC
Based on Maine Center for Wealth Management, LLC
$0 - $500,000: 1.50% annually $500,000 - $1,000,000: 1.25% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.35% annually
Commission received on insurance product sales; separate from advisory fees
$250 per hour for financial planning services
Fee-only: Financial planning charged at $250 per hour, fee negotiated and agreed upon in advance
6 E. Chestnut Street, Suite L03
Augusta, ME 04330
Maine
Maine Center for Wealth Management, LLC
2014 - Present (12 years)
Maine Center for Wealth Management, LLC
2010 - Present (16 years)
Stevens Law Offices, PA
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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