Elder Planning Advisors Of Maine, Inc. is an adviser based in South Portland. It manages $28.93 million of regulatory assets for 261 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Maine.
Elder Planning Advisors Of Maine provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Elder Planning Advisors Of Maine, Inc. is $28.93 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Elder Planning Advisors Of Maine, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Elder Planning Advisors Of Maine, Inc. performs its advisory services is located at 1006 Broadway, South Portland, ME 04106 4205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 207-767-8225 or by fax 207-767-6074. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.elderplanningadvisors.com.