Patricia Barnes is a registered investment advisor at Maine Advisory Associates, based in Falmouth, ME, with 19 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 176 clients with $120M 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 $400K | 1.40% |
| $400K - $1.0M | 1.25% |
| $1M+ | 1.00% |
First tier reflects the $5,600 minimum annual fee on a $400,000 balance (effective rate of 1.40%). Fees are negotiable at the firm's discretion, and total fees will not exceed 2.0% annually.
Fee Estimator
Location
358 Us Route 1, Suite 101, Falmouth, ME, 04105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Maine Advisory Associates
Previous Registrations
Maine Advisory Associates, INC.
Cadaret Grant & CO INC
Maine Accountants Alliance, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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