Old Port Advisors is a registered investment advisor founded in 1994 and based in Portland, Maine. The firm offers personalized investment management, financial planning, wealth management, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and businesses. Old Port Advisors builds global, balanced, and value-oriented investment portfolios utilizing a top-down macroeconomic overview combined with bottom-up fundamental analysis. The firm operates under a legal obligation to act in clients' best interests and does not accept compensation for the sale of insurance or other financial products. Wealth management services—combining investment management and financial planning—are available at no additional cost for clients with $500,000 or more in invested assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.63% |
| $5M+ | 0.50% |
A 20% discount applies to qualified charitable organizations. Fees may be negotiable.