Gary Mayo
Gary Mayo is a CFP-designated registered investment advisor at Liberty Asset Management, based in Allentown, PA, with 44 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 331 clients with $140M 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 | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on client complexity, portfolio style, and related accounts.
Fee Estimator
Location
3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2017Criminal
March 2004Regulatory
September 2003Other Business ActivitiesSells Insurance
Gary is a CFP and shareholder at Liberty Wealth Mgmt., spending about half his time on fixed insurance/investment sales. He also works as a Wealth Advisor at Liberty Asset Management, dedicating nearly full-time hours, and owns rental properties through May Holding LLC, spending minimal time.
Employment History
Current Registrations
Liberty Asset Management
Apw Capital, INC.Broker
Previous Registrations
Comprehensive Asset Management and Servicing, INC.
Gm Financial Group
Jefferson Pilot Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations11 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.
Exams
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