Maidstone Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,479,306
Total clients
33
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$772,100
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Fee options
$250,000 - $500,000: 1.0% $500,000 - $2,000,000: 1.0% Equities / 0.50% Fixed Income & Cash $2,000,000 - Negotiable: Negotiable
Generally $150 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Investment management fees based on asset tiers as above; financial planning charged hourly or integrated with AUM fees
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Maidstone Wealth Management, LLC
4 East Main Street, Suite B
Cambridge NY 12816, United States
Number of offices
1
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