Overview

Headquarters
Bar Harbor, ME
Total Firm Assets
$467 million
Average High-Net-Worth Client Portfolio Size
$1.1 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: JUNE 18, 2025 BROCHURE (2026-01-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.25%
$250,001 $500,000 1.10%
$500,001 $1,000,000 1.00%
$1,000,001 $3,000,000 0.90%
$3,000,001 $5,000,000 0.80%
$5,000,001 $10,000,000 0.70%
$10,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,875 1.09%
$5 million $44,875 0.90%
$10 million $79,875 0.80%
$50 million $319,875 0.64%
$100 million $619,875 0.62%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
57.78%
Number of High-Net-Worth Clients
235
Total Client Accounts
1,254
Discretionary Accounts
1,254

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
194515

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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