Mayflower Financial Advisors offers customized wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and pooled investment vehicles. Mayflower Advisors works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. They may use independent investment managers to manage a portion of client assets.
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.