Great Diamond Partners, Llc
Portland, Maine
Great Diamond Partners, LLC is a small investment advisory firm based out of Portland, ME. With nine dedicated employees, they specialize in providing expert financial guidance and investment advisory services to their clients. Four of their skilled professionals are focused on delivering personalized investment advice to individuals and businesses. On average, each investment advisor at Great Diamond Partners manages approximately $88,070,000 in assets under management, which aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management and hourly char...
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Assets Under Mgmt

$540.78M

Investment Professionals

4

Locations

0

% 401K & Individual

14%

% Discretionary

100%
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
Other: BUSINESS TRANSITION PLANNING
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