H.M. Payson
Portland, Maine
5.0
1 Review
H.M. Payson, headquartered in Portland, ME, is a prominent regional investment advisory firm that operates through three offices. With a team of 32 employees, 28 of whom are dedicated to providing investment advisory services, H.M. Payson demonstrates a commitment to delivering personalized financial solutions. They boast an impressive average of approximately $220,810,000 in assets under management per investment advisor, surpassing the industry average. The firm offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees. While H.M. Payson manages a range of accounts...
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Assets Under Mgmt

$6.18B

Investment Professionals

28

Locations

2

% 401K & Individual

26%

% Discretionary

93%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
Other Business Activities
Trust Company
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