Joel Harris is a CFA-designated registered investment advisor at H.M. Payson, based in Portland, ME, with 23 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,190 clients with $8.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
For clients that Machias Savings Bank refers to H.M. Payson, the annual fee is 0.25% on all assets. Related accounts may be consolidated for fee calculation purposes. Certain long-standing accounts may be grandfathered at a lower fee rate. Qualified charitable organizations are typically accorded a 10% discount off the fee schedule.
Fee Estimator
Location
One Portland Square, 5th Floor, Portland, ME, 04101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
H.M. Payson
State Registrations1 state
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