Rothwell Investment Advisors, operating as Maitland Financial Group, provides wealth management services that combine asset management and financial planning. Asset management is offered through a wrap fee program where Rothwell acts as the portfolio manager, making investment decisions based on your goals and risk tolerance. Financial planning covers various aspects of your financial life, including taxes, retirement, estate, and insurance. Rothwell does not charge extra for financial planning.
Assets Under Management$190M
Clients697
Advisors3
Avg. per Client$270K
Avg. per Advisor$63M
www.facebook.com/maitlandfinancial ·www.maitlandfinancialgroup.com ·www.linkedin.com/company/maitland-financial-group
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee ranges from 0.50% to 1.00% of assets under management. All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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