Advisor at Great Diamond Partners, LLC
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Firm
Great Diamond Partners, LLC
Location
Portland, ME 04101
Credentials
Series 63, Series 65
Industry experience
18 years
John Piper is a financial advisor at Great Diamond Partners, LLC in Portland, ME, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he provides fixed insurance advice to clients as a registered representative. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses with discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions. The firm uses a variety of investment strategies and third-party platforms to tailor client portfolios and offers stand-alone or bundled financial planning and business transition services.
Based on Great Diamond Partners, LLC
Financial planning up to $25,000 annually (negotiable); Business transition planning fixed fees range from $10,000 to $50,000
$0 - $1,000,000: 1.20% annually $1,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $25,000,000: 0.60% annually $25,000,001+: 0.50% annually
Insurance product commissions earned by persons providing investment advice, separate from advisory fees
Financial planning: $300/hour; Business transition planning: $350/hour (both negotiable)
Account minimum: $5,000 minimum annual fee for portfolio management services (may be waived) Minimum fee: $5,000 minimum annual fee for portfolio management services, may be waived at discretion
22 Monument Square, Suite 300
Portland, ME 04101
Maine · Texas
Great Diamond Partners Llc
2019 - Present (7 years)
Purshe Kaplan Sterling Investments
2019 - 2019 (1 year)
UBS Financial Services
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Lawyer
They provide legal services, typically billed separately.
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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