H.M. PAYSON
Portland, Maine
5.0
2 Reviews
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...
See more
Loading...

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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.