Mary Rodrigue is a PFS-designated registered investment advisor at Kirkwood Private, LLC, based in Scarborough, ME, with 32 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
Average Client Portfolio
Assets Under Management
Fee Structure
Kirkwood Private does not charge fees based on a percentage of your portfolio, nor do they directly manage your trades. Instead, investment oversight is included as part of their comprehensive wealth management fixed fee, which ranges from $65,000 to $181,000 per year.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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