Peter Martin is a registered investment advisor at Mayflower Advisors, based in Boston, MA, with 30 years of industry experience. Peter 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.
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Peter owns Peter G. Martin Investments LLC, dedicating full-time hours to it. He also has a coaching business for financial advisors, spending a few hours per week, and founded a life educational company, Cotide, spending minimal time.
Employment History
Current Registrations
Mayflower Advisors
Private Client Services, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
W.J. Nolan & Company, INC.Broker
South Richmond Securities, INC.Broker
State Registrations8 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.