JM
JM

Jared Manville

9 Years of Experience
Boston, MA

Jared Manville is a registered investment advisor at Mayflower Advisors, based in Boston, MA, with 9 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,085 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,085 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$4.8B

Fee Structure

Planning is included in investment management (also available separately)

Mayflower Advisors' investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. Fees generally range from 0.50% to 1.80% annually. For the Mayflower E-Z IRA service, fees range from 0.50% to 0.70% annually. Fees may be negotiable.

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Location

265 Franklin Street, Suite 401, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mayflower Advisors
July 2021 - Present · 4 yrs 9 mos
Previous Registrations
Resources Investment Advisors
July 2021 - July 2021 · 0 mos
Greenleaf Advisors
February 2019 - July 2021 · 2 yrs 5 mos
Alpha Pension Group, INC.
July 2016 - December 2018 · 2 yrs 5 mos
State Registrations2 states
MARI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.