Adam Grossman is a CFA-designated registered investment advisor at Mayport Wealth Management, based in Newton, MA, with 12 years of industry experience. Adam 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 117 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mayport Wealth Management's wealth management fee ranges from $10,000 to $25,000 annually, paid monthly. The fee depends on the complexity of services, the level of assets managed, and the overall relationship. A minimum fee of $10,000 is imposed, but can be waived. The fee is adjusted each January 1st for inflation, with a minimum adjustment of 0% and a maximum of 5%.
Location
Newton, MA
Get directionsHistory
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
Mayport Wealth Management
Previous Registrations
Middleton & Company INC.
Ballentine Partners
Ballentine Finn & CO INC
State Registrations2 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.