Megan
Lottier
Rockwood Wealth Management, LLC
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About this Advisor
Megan Lottier is a financial advisor operating out of New Hope, Pennsylvania with a total of 7 years of relevant experience. Lottier works at Rockwood Wealth Management, LLC. They have been an employee of Rockwood Wealth Management, Llc for their entire career. Lottier is approved to advise clients in Pennsylvania. Rockwood Wealth Management, LLC is a company based in New Hope, PA. It has $1 billion in assets under management across its 3,581 accounts, making it one of the largest firms in the country by assets under management. The firm advises five charities and foundations. Of its 3,581 client accounts, 39% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Rockwood Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Rockwood Wealth Management, LLC likely include asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Rockwood Wealth Management, LLC Brokerage Details
$1,384,124,042
38
3,581
$386,519
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Megan Lottier Work History
Megan has been registered as a financial advisor for 7 years.*
Rockwood Wealth Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Megan Lottier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rockwood Wealth Management, LLC
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
New Hope, PA
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