Maidstone Wealth Management provides investment management and financial planning services tailored to clients' individual needs. Maidstone manages client portfolios with discretionary authority, meaning they make trades without asking first. Maidstone also offers financial planning services, providing recommendations on how clients can manage their financial resources. Maidstone prepares general, educational and informational newsletters.
Assets Under Management$25M
Clients33
Advisors1
Avg. per Client$770K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
For assets between $500,000 and $2,000,000, the fee is 1.0% for equities and 0.50% for fixed income and cash. Fees are negotiable for amounts greater than $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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