VANCEGRAY WEALTH MANAGEMENT, INC.
Bangor, Maine
4.2
7 Reviews
Vancegray Wealth Management, Inc. is a small investment advisory firm based out of Bangor, ME, with two offices. With a total of 11 employees, three of whom specialize in providing investment advisory services, Vancegray Wealth Management, Inc. offers personalized financial guidance to their clients. The firm boasts an average of approximately $84,200,000 in assets under management per investment advisor, which aligns with the industry average. Vancegray Wealth Management, Inc. employs a diverse compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. Not...
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Assets Under Mgmt

$252.61M

Investment Professionals

3

Locations

1

% 401K & Individual

43%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Educational seminars/workshops
Other Business Activities
Accountant or accounting firm
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