Top financial advisors in Bangor, ME
We’ve curated a list of the best financial advisors in Bangor, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$108,781,263
Number of advisors
7 advisors
| $108,781,263 | 7 advisors | |
| 2 |
Assets under management
$103,166,124
Number of advisors
5 advisors
| $103,166,124 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bangor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bangor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Alterity Financial Group, LLC
Alterity Financial Group, LLC is a registered investment advisor established in March 2010 and owned by CGC, LLC. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary. Their services include discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. Alterity's investment strategies focus on long-term goals, utilizing diversified mutual funds, ETFs, individual stocks, bonds, and options contracts. The firm may recommend reallocating investments, sector weightings, and cash positions based on client needs and market conditions. Clients have the opportunity to place restrictions on their portfolios. Alterity does not accept custody of client funds and manages over $120 million in assets as of December 31, 2023. Fees for advisory services range from 0.50% to 1.75% annually, with a minimum annual fee of $50 per account. The firm does not charge performance-based fees and does not engage in wrap fee programs. Alterity's investment analysis methods include fundamental, technical, and cyclical analyses. The firm has a Code of Ethics and does not receive compensation for securities transactions. Clients are encouraged to review the firm's Privacy Policy, which outlines how personal information is collected, shared, and protected. For more information, clients can contact Angie Potter, Chief Compliance Officer at 800-966-7730 or [email protected].
$108,781,263 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Eagle Financial Strategies
Eagle Financial Strategies, operating as Alpha Capital Advisors, Inc., was established in 1996 in Maine. The firm specializes in providing investment advisory services to individuals, corporations, charitable organizations, pension plans, and other entities. They manage assets on a discretionary basis, totaling $129,696,230 across 497 accounts as of December 31, 2024. Clients are required to provide financial information for personalized investment advice, with services including asset management and financial planning. The firm charges asset management fees ranging from 0.75% to 1.25% based on the account value. Financial planning fees are typically hourly, ranging from $100 to $150. Eagle Financial does not charge performance-based fees. The firm acts as a fiduciary, putting clients' interests first and maintaining a Code of Ethics to prevent conflicts of interest. They do not accept third-party benefits or soft dollar arrangements. Clients have the option to pay fees quarterly or through the custodian. The firm does not receive compensation for client referrals and does not vote on client securities. Eagle Financial has discretion over client accounts but does not have physical custody of assets. They have not been involved in any material legal or disciplinary proceedings in the past ten years.
$103,166,124 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bangor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bangor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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