De Mayo Financial offers financial recommendations and advice on portfolio management and individual investments. They also provide consultations for clients needing advice in a single area of investment. Heidi De Mayo has been helping clients for 30 years and owns 100% of the firm. De Mayo Financial does not manage any assets directly.
Fee Structure
De Mayo Financial's portfolio management clients pay an annual or semi-annual fee based on portfolio size, complexity, and time spent with the client. The fee is calculated based on portfolio size and hours spent with the client in person, over the telephone, and/or in emails. The client will never be billed more than six months in advance. The investment management companies pay De Mayo Financial a portion of the fees they deduct from client accounts.