Mary Rodrigue is a PFS-designated registered investment advisor at Kirkwood Private, LLC, based in Scarborough, ME, with 31 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Kirkwood Private provides investment advice to wealth management clients who request it. Kirkwood Private recommends third parties to provide services to its clients. Kirkwood Private charges a fixed annual fee for its services, which generally ranges from $65,000 to $181,000 per client. The actual fee is negotiated separately for each client based on the services requested and the complexity of their financial situation.
Location
Scarborough, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kirkwood Private, LLC
Previous Registrations
Rinet Company, LLC
State Registrations2 states
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