JA
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Janice Ainsworth
16 Years of Experience
Center Conway, NH
1 Disclosure
Janice Ainsworth is a registered investment advisor at Rockworth Investment Services LLC, based in Center Conway, NH, with 16 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 61 clients with $7.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
61 clients
Average Client Portfolio
$128K average
Assets Under Management
$7.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.25% |
| $50K+ | 1.00% |
Fees may be negotiated in certain instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
115 Odell Hill Road, Center Conway, NH, 03813-4411
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2011Final
Employment History
Current Registrations
Rockworth Investment Services LLC
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Mhp Asset Management LLC
January 2010 - December 2010 · 11 mos
Mhp Asset Management LLC
November 2009 - September 2011 · 1 yr 10 mos
State Registrations2 states
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Advisor
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Exams
No exam information available for this advisor.