Mayfair Financial offers financial planning and wealth management services. This includes helping clients determine their financial objectives, manage cash flow, review insurance, manage investments, plan for education and retirement, and consult on estate matters. Mayfair Financial primarily advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Clients can grant Mayfair Financial authority to buy and sell securities on their behalf.
Assets Under Management$49M
Clients19
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management
Mayfair Financial provides wealth management services for an annual fee ranging from $6,000 to $14,000 per year, paid quarterly. This fee is negotiable. Financial planning is included with wealth management services.
Loading...