PM
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Paige Marlow
17 Years of Experience
New Hope, PA
1 Disclosure
Paige Marlow is a registered investment advisor at Rockwood Wealth Management, LLC, based in New Hope, PA, with 17 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 971 clients with $2.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
971 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$2.9B
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally billed quarterly in advance. A minimum annual fee of $12,000 applies, though fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6464 Lower York Road, New Hope, PA, 18938
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2016Employment History
Current Registrations
Rockwood Wealth Management, LLC
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Commonwealth Financial Network
July 2016 - November 2017 · 1 yr 4 mos
Commonwealth Financial NetworkBroker
July 2016 - November 2017 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - February 2016 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - February 2016 · 7 yrs 6 mos
State Registrations1 state
PA
Advisor
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.
Exams
No exam information available for this advisor.
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