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
8 years
Wyatt Andreoli is a financial advisor at Great Diamond Partners, LLC in Portland, ME, holding Series 63 and Series 66 licenses with eight years of industry experience. He has previously worked at Wells Fargo Clearing Services LLC, Santander Securities LLC, Mass Mutual, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Northwestern Mutual. Great Diamond Partners serves individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm offers discretionary portfolio management, financial planning, business transition planning, and fee-based insurance solutions, utilizing a range of investment strategies and third-party platforms.
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
2021 - Present (5 years)
Wells Fargo Clearing Services LLC
2019 - 2021 (2 years)
Wells Fargo Clearing Services LLC
2018 - 2021 (3 years)
Santander Securities LLC
2018 - 2018 (1 year)
Santander Bank NA
2018 - 2018 (1 year)
None
2017 - 2018 (1 year)
Mass Mutual
2017 - 2017 (1 year)
Hornor Townsend & Kent Inc
2016 - 2017 (1 year)
Penn Mutual Life Insurance Co
2016 - 2017 (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
Portland, ME
August Wealth Management
Series 65
Portland, ME
Samara Financial, Inc.
CFP®, Series 63
Portland, ME
The Gold Company
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