Erin Maynard is a ChFC-designated registered investment advisor at Shuttleworth & Company, based in Powell, OH, with 18 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 198 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
3807 Attucks Drive, Powell, OH, 43065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Shuttleworth & Company
Previous Registrations
VALIC Financial Advisors, INC.
Fsc Securities Corporation
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
State Registrations2 states
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