Maine Center for Wealth Management (MCWM) offers wealth management by designing and managing investment portfolios based on individual client needs. These portfolios may include stocks, bonds, mutual funds, and ETFs. MCWM also provides financial planning services covering areas like retirement, estate, education, and insurance. Financial planning recommendations are implemented by the client, not MCWM. Wealth management and financial planning are separate services.
Assets Under Management$22M
Clients68
Advisors1
Avg. per Client$320K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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