Louis Chong is a CFP-designated registered investment advisor at Mayflower Advisors, based in Boston, MA, with 31 years of industry experience. Louis 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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Louis is involved in retirement plan consulting through Mayflower Financial Advisors LLC. This activity takes about half of his time, with a small portion 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
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wedgwood Wealth Counsel LLC
Hartford Equity Sales Company INC.Broker
Franklin/templeton Distributors, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations1 state
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