Maine Advisory Associates (MAA) offers investment management, creating tailored portfolios of stocks, bonds, exchange traded funds (ETFs), and mutual funds. MAA also provides financial consulting services to individuals, families, and other clients, covering investment, retirement, estate, charitable, education, mortgage/debt, and insurance planning. MAA tailors its services to individual client needs and goals.
Assets Under Management$99M
Clients153
Advisors3
Avg. per Client$650K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Minimum annual fee of $3,500. Fees may be negotiated. For new clients, the minimum annual advisory fee per account is $3,500 for individuals and $5,000 for institutional clients, but at no time will MAA’s fee exceed 2.0% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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