Shawnee
Sax
H.M. Payson
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About this Advisor
Shawnee Sax is a financial advisor based in Portland, Maine, working with H.M. Payson. Shawnee has previously held positions at H. M. Payson & Co and H M Payson & Co. Shawnee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maine. Currently, Shawnee is part of H.M. Payson, which operates out of Portland, Maine. The firm has 2 offices and 33 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at H.M. Payson includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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H.M. Payson Brokerage Details
$6,955,171,652
33
4,017
$1,731,434
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Shawnee Sax Work History
H. M. Payson & Co
H M Payson & Co
Disclosures
Please visit the SEC profile of Shawnee Sax to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at H.M. Payson
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
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