Erin M Maynard
Advisor at Shuttleworth & Company — Powell, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
19 years
Location
Powell, OH 43065
Shuttleworth & Company
Supported
Total advisors
2Clients per advisor
99 Very HighAvg AUM per client
$819,615 TypicalHNW client ratio
28% TypicalErin Maynard is a financial advisor at Shuttleworth & Company with 18 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Maynard has worked at Shuttleworth & Company in various capacities since 2011. Shuttleworth & Company provides discretionary portfolio management and retirement planning advice to individuals, pension and profit-sharing plans, charitable organizations, and other long-term investors. The firm employs a balanced, long-term investment approach using a diversified mix of asset types and tactical techniques to manage risk, and it operates as a small, employee-owned advisory with a focus on professional credentials among its staff.
Based on Shuttleworth & Company
Flat annual fees ranging from $500 to $1,000 for management of certain held-away accounts such as college savings plans; or a 0.50% annual fee if a third-party platform is required
$0 - $1,000,000: 1.00% $1,000,001 - $4,000,000: 0.75% $4,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable
Minimum fee: $1,000 annual minimum fee, subject to discretion and negotiation
Powell, OH
3807 Attucks Drive
Powell OH 43065
Advisors at this office
2
Ohio · Texas
19 years of industry experience
Shuttleworth & Co
2021 - Present • 5 years
Powell, OH
Shuttleworth & Co
2018 - Present • 8 years
Powell, OH
Shuttleworth & Co
2011 - 2017 • 6 years
Powell, OH
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Lawyer
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Real estate agent
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Other specialized services
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