Kerry Mayo
Kerry Mayo is a CFP-designated registered investment advisor at Capital Financial Advisors of New York, LLC, based in Clifton Park, NY, with 4 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 146 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $6.0M | 0.50% |
| $6M+ | 0.40% |
Capital Financial Advisors of New York, at its discretion, may aggregate client non-household family member accounts for fee schedule purposes. CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC may waive management fees for immediate family members.
Fee Estimator
Contact
Kerry Mayo
Location
10 Maxwell Drive, Suite 104B, Clifton Park, NY, 12065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Financial Advisors of New York, LLC
State Registrations1 state
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Exams