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Harpswell Capital Advisors, Llc
New Gloucester, Maine
5.0
1 Review
Harpswell Capital Advisors, LLC, a small investment advisory firm headquartered in New Gloucester, ME, is dedicated to providing exceptional financial services to its clients. With one office serving as their base, Harpswell Capital Advisors, LLC has built a reputation for its expertise and commitment to achieving clients' investment goals.
Led by a team of six highly skilled professionals, including two experienced investment advisors, the firm boasts an impressive average of approximately $200,740,000 in assets under management per advisor. This figure stands significantly higher than the industry average, reflecting the firm's...see more
Assets Under Mgmt
$401.47M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reviews for Harpswell Capital Advisors, Llc
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