Ampersand Investment Advisors is an investment advisory firm based in Camden, Maine, led by principal Catherine Downey. The firm offers custom portfolio management on an authority-to-trade-without-asking basis, using tactical allocation strategies across stocks, bonds, mutual funds, exchange-traded funds, options, and real estate partnerships to manage risk and pursue performance. In addition to investment management, Ampersand Investment Advisors provides comprehensive financial planning, hourly investment consulting, and qualified retirement plan consulting services for business plan sponsors. The firm emphasizes a customized approach tailored to each client's individual goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are calculated on a breakpoint schedule and may be negotiated at the sole discretion of the advisor.