David Mayes
David Mayes is a CFP-designated registered investment advisor at Three Bearings Fiduciary Advisors, INC., based in Hampton, NH, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 190 clients with $310M 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 $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Contact
David Mayes
Location
380 Lafayette Road Unit D, Hampton, NH, 03842
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Three Bearings Fiduciary Advisors, INC.
Previous Registrations
Mackensen & Company, INC.
Mascoma Investment Services
LPL Financial Corporation
The James Sterling Company, LLC
The James Sterling Company, LLC
State Registrations4 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
Additional Information
Education & Credentials:David holds a Bachelor of Science degree in Economics from the University of Illinois (1989); a Master of Arts in Economics from the University of NH (1990); and later became a Ph. D. Candidate at The University of Tennessee, Knoxville (1995). David is a Certified Financial Planner™ Practitioner, an IRS Enrolled Agent, and holds Life, Accident and Health and Property and Casualty insurance licenses in New Hampshire.