| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.60% |
| $4M+ | 0.30% |
Certain existing clients may be billed under a different fee schedule. For Investment portfolios that fall below $750,000 the fee will be negotiated but in no event will it exceed 2.75% on an annualized basis.
38 Union Wharf, Portland, ME, 04101
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Learn about disclosures →Sara earned her Bachelor of Arts in Political Science from the State University of New York at Geneseo where she also minored in Philosophy.