Bradley Gorney is a registered investment advisor at Mayflower Advisors, based in Westboro, MA, with 21 years of industry experience. Bradley 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
287 Turnpike Rd, Suite 250, Westboro, MA, 01581
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Regulatory History
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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Bradley owns a vacation rental property in Eastham, MA, dedicating minimal time to it. He also serves as an investment advisor representative for Mayflower Financial Advisors, LLC and a registered representative with Private Client Services, LLC, spending nearly all of his time on these roles. Bradley is also the owner of Gorney-MGP, LLC, a holding company for equity shares of financial services income, but spends no time on it.
Employment History
Current Registrations
Mayflower Advisors
Private Client Services, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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.