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% of assets managed in Portland, ME

13 advisers in Portland offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 13

Aries Wealth Management, LLC70 Center Street, 2nd Floor · Portland, ME 04101 · (207) 536-0530 · Financial planningCRD 175477 · % of assets · $658.6 million AUMSEC registeredNo commissions reported August Wealth Management66 Pearl Street, Suite 310 · Portland, ME 04101 · (207) 358-3110 · Financial planningCRD 155739 · % of assets, Hourly charges, Other · $30.4 million AUMState registeredNo commissions reported Bigelow Investment Advisors, LLC2 Monument Square, Suite 701 · Portland, ME 04101 · (207) 772-2900 · Financial planningCRD 143733 · % of assets, Fixed fees · $555.2 million AUMSEC registeredNo commissions reported Clark & Stuart INC1945 Congress Street Building a · Portland, ME 04102 · (207) 775-1140 · % of assets managedCRD 107991 · % of assets · $195.6 million AUMSEC registeredNo commissions reported Great Diamond Partners, LLC22 Monument Square, Suite 300 · Portland, ME 04101 · (207) 274-2500 · Financial planningCRD 299598 · % of assets, Hourly charges, Fixed fees · $804.1 million AUMSEC registeredNo commissions reported H.m. PaysonOne City Center, Ste 211 · Portland, ME 04101 · (207) 772-3761 · Financial planningCRD 2993 · % of assets, Fixed fees · $9.1 billion AUMSEC registeredNo commissions reported Headinvest7 Custom House St, 4th Floor · Portland, ME 04101 · (207) 773-5333 · Financial planningCRD 140518 · % of assets, Hourly charges, Fixed fees · $891.8 million AUMSEC registeredNo commissions reported Old Port Advisors130 Middle Street, 2nd Floor · Portland, ME 04101 · (207) 774-6552 · Financial planningCRD 108228 · % of assets, Hourly charges, Fixed fees · $782.8 million AUMSEC registeredNo commissions reported Penobscot Financial AdvisorsOne Monument Square, Suite 501 · Portland, ME 04101 · (207) 990-1901 · Financial planningCRD 286211 · % of assets, Hourly charges, Fixed fees · $544.5 million AUMSEC registeredNo commissions reported Pine Capital100 Commercial Street, Suite 311 · Portland, ME 04101 · (207) 775-2260 · % of assets managedCRD 129889 · % of assets · $81.5 million AUMState registeredNo commissions reported

Portland Global Advisors LLC217 Commercial St, Suite 400 · Portland, ME 04101 · (207) 773-2773 · Financial planningCRD 109127 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported R M Davis INC24 City Center · Portland, ME 04101 · (207) 774-0022 · Financial planningCRD 105448 · % of assets, Hourly charges, Fixed fees · $8.2 billion AUMSEC registeredNo commissions reported Wright Cove Capital15 Baxter Blvd · Portland, ME 04101 · (207) 400-1392 · % of assets managedCRD 307252 · % of assets · $120.7 million AUMSEC registeredNo commissions reported