Advisor at Great Diamond Partners, LLC
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Firm
Great Diamond Partners, LLC
Location
Portland, ME 04101
Credentials
Series 63, Series 66
Industry experience
31 years
Lisa Demers is a financial advisor at Great Diamond Partners, LLC in Portland, ME, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, UBS Financial Services Inc., and Aries Wealth Management, LLC. Outside of her advisory role, she is also a notary. Great Diamond Partners serves individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses by providing discretionary portfolio management, financial planning, and business transition planning. The firm employs a variety of investment strategies and leverages third-party platforms and managers to tailor portfolio allocations.
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
Purshe Kaplan Sterling Investments
2021 - 2022 (1 year)
Great Diamond Partners, LLC
2021 - Present (5 years)
UBS Financial Services
2016 - 2021 (5 years)
Aries Wealth Management, LLC
2015 - 2016 (1 year)
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.
PFS™, Series 65
Scarborough, ME
Kirkwood Private, LLC
CFA®, Series 63, Series 65
Portland, ME
Harbor Investment Advisors
Series 63, Series 66
Yarmouth, ME
Intent Advice, Inc.
CFP®, Series 65
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August Wealth Management
Series 65
Portland, ME
Samara Financial, Inc.
CFP®, Series 63
Portland, ME
The Gold Company
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