Investment Advisory Services
As investment advisor representatives of Cadaret Grant & Co.,
Inc., we offer investment advisory services and managed accounts, which are
also offered on a fee basis, as opposed commission-based brokerage accounts.
These services and accounts are generally for larger, more complex client
holdings, with the minimum account size being $25,000. The managed accounts provide the opportunity for clients
to consolidate holdings and actively review and manage the investments within,
with the input of their financial advisor. These client accounts require additional time and consideration on the part of the advisor, as well as
ongoing, regular meetings with the client.
Financial products are offered through Maine
Accountant Alliance, Inc. 50 Five Corners Rd., New Sharon, Maine
advisory services and securities are offered through Cadaret, Grant & Co. Inc., Member FINRA/SIPC One Lincoln Center, Syracuse,
NY 13202 (315) 471-2191.
Securities licensed in the following states: Maine, Florida.
Maine Accountants Alliance,
Inc. and Cadaret, Grant & Co., Inc. are separate entities.