Craig Stevens
Craig Stevens is a registered investment advisor at Maine Center for Wealth Management, LLC, based in Augusta, ME, with 14 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 68 clients with $22M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiated.
Fee Estimator
Location
6 E. Chestnut Street, Suite L03, Augusta, ME, 04330
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Craig is the owner of Maine Center for Wealth Management LLC and an independent insurance agent selling life and annuity products, dedicating minimal time to this. He also works as an attorney specializing in estate planning and manages property, spending minimal time on each.
Employment History
Current Registrations
Maine Center for Wealth Management, LLC
Previous Registrations
Cadaret Grant & CO INC
State Registrations1 state
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