Maine Center for Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,072,014
Total clients
68
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$324,588
Client services
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.35%
Portfolio Managers may receive commissions for insurance products separate from advisory fees.
Financial planning services charged at $250.00 per hour, negotiated in advance.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Maine Center for Wealth Management, LLC
6 E. Chestnut Street, Suite L03
Augusta ME 04330, United States
Number of offices
1
Forms ADV
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