Great Diamond Partners, LLC

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Total assets under management

$613,396,493

Total clients

326

47% high-net worth

Total advisors

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$1,881,584

Client services

Financial planning Portfolio management Business transition planning

Fee options

Fixed

Financial planning services annual flat fee up to $25,000; business transition planning fixed fee range $10,000-$50,000

Percentage

$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.60% Over $25,000,000+: 0.50%

Commissions

Commission-based compensation earned by persons licensed as independent insurance agents for insurance products, separate from advisory fees

Project-based

Financial planning services hourly fee $300; business transition planning hourly fee $350

Other

Account minimum: $5,000 minimum annual fee for portfolio management services Minimum fee: Minimum annual fee of $5,000 for portfolio management services, may be waived at discretion Fee-only: Financial planning services charged hourly at $300 or annual flat fee not to exceed $25,000, negotiable; business transition planning charged hourly at $350 or fixed fee $10,000-$50,000

Disclosures

Main office location

Great Diamond Partners, LLC

22 Monument Square, Suite 300

Portland ME 04101, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 207-274-2500

Advisors at this firm

Mark D

Series 63, Series 65

Stowe, VT

Great Diamond Partners, LLC

Lisa D

Series 63, Series 66

Portland, ME

Great Diamond Partners, LLC

Andrew S

CFP®, Series 66

Portland, ME

Great Diamond Partners, LLC

Helen A

CFP®, Series 66

Portland, ME

Great Diamond Partners, LLC

Stephen P

Series 63, Series 65

Portland, ME

Great Diamond Partners, LLC

Joseph P

CFP®, Series 63, Series 65

Portland, ME

Great Diamond Partners, LLC

John P

Series 63, Series 65

Portland, ME

Great Diamond Partners, LLC

Wyatt A

Series 63, Series 66

Portland, ME

Great Diamond Partners, LLC

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