Allison Crate is a CFP-designated registered investment advisor at Mayflower Advisors, based in Boston, MA, with 25 years of industry experience. Allison 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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Learn about disclosures →Employment History
Current Registrations
Mayflower Advisors
Previous Registrations
Derby and Company INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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