Great Diamond Partners is a registered investment advisor based in Portland, Maine, offering discretionary and non-discretionary portfolio management, financial planning, and business transition planning services. Great Diamond Partners tailors investment strategies to each client's specific financial situation, risk tolerance, and time horizon. The firm utilizes third-party platform services from Dynasty Financial Partners to support back-office operations and access third-party managers and model portfolios. Great Diamond Partners helps clients navigate complex financial decisions, including retirement readiness, tax considerations, and estate planning, while operating under a standard that requires acting in the client's best interest for retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable. A $5,000 annual minimum fee applies. Clients also pay separate platform and third-party manager fees ranging from 0% to 1.95% total.