Advisor at Means Wealth Management
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Firm
Means Wealth Management
Location
Bangor, ME 04401-3614
Credentials
Series 65
Industry experience
4 years
Thomas Herlihy is a financial advisor at Means Wealth Management in Bangor, ME, holding a Series 65 designation with four years of industry experience. Prior to joining Means Wealth Management, he worked at Bangor Savings Bank for 12 years. Outside of his advisory role, he is a manager and 25% owner of Lakeside Investments LLC, an entity created to purchase lakefront property. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, nonprofits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies, emphasizes regular client communication, and offers several specialized services including work with institutional retirement plans and private investment vehicles.
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
Means Wealth Management
2022 - Present (4 years)
Means Wealth Management
2022 - 2022 (1 year)
Bangor Savings Bank
2010 - 2022 (12 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
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Broker-dealer / trader
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Bank
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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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