Old Port Advisors
Portland, Maine
Old Port Advisors, a prominent investment advisory firm headquartered in Portland, ME, boasts a robust client base of more than 700 individuals, entrusting them with a staggering $651,019,000 in assets under management. With three strategically located offices, Old Port Advisors has established a strong presence in the local financial landscape. Distinguishing themselves in the industry, Old Port Advisors excels in managing employer 401Ks and individual accounts, making up approximately half of their impressive asset portfolio. Demonstrating their expertise, the firm exclusively handles discretionary assets, providing their clien...
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Assets Under Mgmt

$651.02M

Investment Professionals

9

Locations

2

% 401K & Individual

31%

% 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
Portfolio management for businesses or institutional clients
Pension consulting services
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.