Michelle Lamb is a CFP-designated registered investment advisor at Maine Advisory Associates, based in Falmouth, ME, with 8 years of industry experience. Michelle 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.
Cornerstone Financial Planning, LLC
Aurora Financial Group, LLC
State Registrations2 states
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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