Means Wealth Management
Bangor, Maine
4.0
4 Reviews
Means Wealth Management, a local investment advisory firm headquartered in Bangor, ME, boasts an impressive presence with five offices strategically located across the region. With a dedicated team of 19 professionals, 11 of whom specialize in providing top-notch investment advisory services, the firm upholds a commitment to delivering exceptional financial guidance to its clients. With an average of approximately $67,620,000 in assets under management per investment advisor, Means Wealth Management maintains a competitive standing within the industry. Their compensation structure encompasses various methods, including a percenta...
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Assets Under Mgmt

$743.8M

Investment Professionals

11

Locations

4

% 401K & Individual

26%

% Discretionary

89%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
Other: PROVIDE GENERAL INVESTMENT ADVICE
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