Advisor at Means Wealth Management
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Firm
Means Wealth Management
Location
Bangor, ME 04401-3614
Credentials
Series 63, Series 65
Industry experience
16 years
Zachary Means is a financial advisor with Means Wealth Management in Bangor, ME, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Means Investment Co., Inc. since 2009 and currently manages multiple business interests, including ownership of a holding company for a camp on Moosehead Lake and a director role at Machias Savings Bank. Means Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, non-profits, and business entities. 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.
2021 - Present (5 years)
Means Investment Co., Inc.
2009 - 2021 (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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
CFP®, Series 66
Bangor, ME
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ChFC®, Series 66
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Eagle Financial Strategies
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