Maple Lawn Financial Services is a registered investment advisor located in Highland, Maryland, owned and operated by Daniel C. Callow. The firm's primary service is connecting individuals, high net worth individuals, trusts, estates, charitable organizations, and small businesses with unaffiliated third-party money managers who handle actual portfolio management and trading. Maple Lawn Financial Services helps clients identify their investment goals, risk tolerance, and financial situation to recommend a suitable third-party manager. When a client engages a recommended manager, Maple Lawn Financial Services receives a solicitor fee, which is a portion of the fee charged and collected by the third-party manager. Maple Lawn Financial Services does not manage client portfolios directly, take discretionary authority over accounts, or participate in wrap fee programs. Additionally, the owner, Daniel C. Callow, is a Certified Public Accountant and offers separate tax and accounting services through Callow Consulting, though clients are under no obligation to use those services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees are charged by the third-party manager (such as CW Advisors) at a rate of up to 1.30% per year, billed quarterly in arrears. Maple Lawn Financial Services receives 25% to 30% of the asset management revenue earned by the third-party manager.