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CFP
HA
CFP

Helen Andreoli

Great Diamond Partners, LLC
26 Years of Experience
Portland, ME
Sells Insurance
View SEC Summary
View SEC Summary

Helen Andreoli is a CFP-designated registered investment advisor at Great Diamond Partners, LLC, based in Portland, ME, with 26 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 533 clients with $800M in assets under management.

Great Diamond Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
533 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$804.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.20%
$1.0M - $5.0M0.90%
$5.0M - $10.0M0.70%
$10.0M - $25.0M0.60%
$25M+0.50%

Fees are negotiable. A $5,000 annual minimum fee applies. Clients also pay separate platform and third-party manager fees ranging from 0% to 1.95% total.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

22 Monument Square, Suite 300, Portland, ME, 04101

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Helen is an independent licensed insurance agent in Portland, Maine. This activity is not investment-related.

Employment History
Current Registrations
Great Diamond Partners, LLC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2011 - May 2019 · 7 yrs 6 mos
UBS Financial Services INC.
November 2011 - May 2019 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - November 2011 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - November 2011 · 5 yrs 8 mos
Morgan Stanley
May 2002 - March 2006 · 3 yrs 10 mos
Morgan Stanley Dw INC.Broker
August 2000 - March 2006 · 5 yrs 7 mos
State Registrations2 states
METX
Advisor

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
No exam information available for this advisor.
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