Advisor at Kirkwood Private, LLC
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Firm
Kirkwood Private, LLC
Location
Scarborough, ME
Credentials
PFS™, Series 65
Industry experience
31 years
Mary Rodrigue is a PFS™ credentialed financial advisor with 31 years of industry experience. She has been with Kirkwood Private, LLC since 2006, where she is the firm's sole advisor. Kirkwood Private serves a limited number of high-net-worth individuals, families, related trusts, and private charitable foundations, providing comprehensive wealth management that integrates investment oversight with tax, estate, retirement, and trust planning. The firm operates primarily on a non-discretionary basis, emphasizing asset-class diversification and coordinating third-party managers to implement investment decisions.
Based on Kirkwood Private, LLC
Hourly rates generally range from approximately $400 to $825 per hour for extraordinary services
Account minimum: $10 million (generally, waivable at firm's discretion) Minimum fee: Fixed annual fee generally ranges from approximately $65,000 to $181,000 per Client, negotiated individually Fee-only: Fixed annual fees for advisory services; hourly fees also charged occasionally
Scarborough, ME
Maine · Massachusetts
Kirkwood Private, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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