Firm
Portland Global Advisors
Portland, Maine
Fee-only
Portland Global Advisors at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 11 advisors are listed here.
- Its Form ADV reports 13 employees and 300 individual clients, 168 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 1,010 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Website | portlandglobal.com |
| Phone | (207) 773-2773 |
Portland Global Advisors fees
Portland Global Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 132 |
| High-net-worth clients | 168 |
| Accounts managed | 1,010 |
| Employees | 13 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-54256) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 109127 |