Advisor at Means Wealth Management
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Firm
Means Wealth Management
Location
Bangor, ME 04401-3614
Credentials
Series 63
Industry experience
54 years
Paul Means is a financial advisor at Means Wealth Management with 54 years of industry experience. He holds a Series 63 designation and has been associated with Means Investment Co., Inc. since 1971. Outside of his advisory role, he serves as Chairman of the Investment Committee and a board member for the Bangor Region YMCA, a charitable organization supporting community wellness, and participates in the investment decisions of Penobscot Associates, an investment club with 50 members. Means Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies, offers customized model portfolios, and emphasizes regular client communication through market updates and educational materials.
Based on Means Wealth Management
Based on Means Wealth Management
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.
$0 - $100,000: 2.00% $100,001 - $500,000: 1.60% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
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.
802 Stillwater Ave.
Bangor, ME 04401-3614
Maine · Texas
Means Investment Co., Inc.
1971 - Present (55 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:
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Real estate agent
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Other specialized services
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