GM
GM

Ginette Mayer

3 Years of Experience
Alpharetta, GA
4 DisclosuresBroker

Ginette Mayer is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Alpharetta, GA, with 3 years of industry experience. Ginette 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 667 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
667 clients
Average Client Portfolio
$481K average
Assets Under Management
$320.5M

Fee Structure

Planning is included in investment management (also available separately)

MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.

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Location

8000 Avalon Blvd, Suite 100, Alpharetta, GA, 30009

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History

Regulatory History (4)
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Judgment / Lien
December 2025
Financial
September 2024
Final
Judgment / Lien
March 2024
Financial
August 2022
Final
Other Business Activities

Ginette operates under the DBA Mayer Private Wealth Management for her LPL business since 2021. This activity is investment-related.

Employment History
Current Registrations
Mpwm Advisory Solutions LLC
December 2022 - Present · 3 yrs 5 mos
LPL Financial LLC
May 2022 - Present · 4 yrs
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
State Registrations18 states
CACOCTDCFLGAILKYMNNHNJNYOHORPASCTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.