Old Port Advisors Fees & Minimum

Overview

Headquarters: Portland, ME
Total Firm Assets: $783 million
Average High-Net-Worth Client Portfolio Size: $1.8 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: OLD PORT ADVISORS BROCHURE (2026-08-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.00%
$500,001	$1,000,000	0.75%
$1,000,001	$5,000,000	0.62%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$8,750	0.88%
$5 million	$33,750	0.68%
$10 million	$58,750	0.59%
$50 million	$258,750	0.52%
$100 million	$508,750	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 50.07%
Number of High-Net-Worth Clients: 215
Total Client Accounts: 2,245
Discretionary Accounts: 2,218
Non-Discretionary Accounts: 27

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number: 108228

OLD PORT ADVISORS BROCHURE (2026-08-31) (fee schedule source) · View brochure text

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

Frequently Asked Questions

What fees does Old Port Advisors disclose?

Is Old Port Advisors a fiduciary?

Where is Old Port Advisors located?

How many clients does Old Port Advisors have?

What services does Old Port Advisors offer?

How much does Old Port Advisors manage?

What types of clients does Old Port Advisors serve?