Additionally, 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 $50,000.   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. 

Planning and consulting services offered through Maine Accountant Alliance, Inc.  50 Five Corners Rd., New Sharon, Maine  04955  (207)778-2250