Thomas Wells is a registered investment advisor at Portland Global Advisors LLC, based in Portland, ME, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 291 clients with $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% |
| $1M+ | 0.50% |
Management fee is negotiable at the discretion of PGA based on a combination of factors.
Fee Estimator
Location
217 Commercial St, Suite 400, 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
Portland Global Advisors LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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