Danielle Breen is a CFP-designated registered investment advisor at Mayflower Advisors, based in Boston, MA, with 8 years of industry experience. Danielle 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
265 Franklin Street, Suite 401, Boston, MA, 02110
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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.
Learn about disclosures →Other Business Activities
Danielle is associated with Mayflower Advisors, an RIA. This activity takes about 10-20% of her time, with 8 hours occurring during trading hours.
Employment History
Current Registrations
Mayflower Advisors
Private Client Services, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations7 states
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