Maynard Financial Services, LLC (MFS) provides investment management services to individuals. MFS determines which securities to buy or sell for clients, based on their individual goals, time horizons, and risk tolerance. Clients can place restrictions on certain investments. Frank Maynard, the firm's founder, is also a licensed insurance agent.
Assets Under Management$14M
Clients63
AdvisorsN/A
Avg. per Client$220K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.