Mayfield Advisors manages investment portfolios and offers financial planning services. Mayfield works with clients to determine their investment objectives and risk profile, creating a written investment policy. Investment recommendations typically include passively managed mutual funds, exchange-listed securities, U.S. government securities, municipal securities, and certificates of deposit. Mayfield also provides financial planning services, addressing areas like education, tax, retirement, and investments. They also offer consulting services on specific financial topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7M+ | 0.60% |
Fees may be negotiable. A minimum of $500,000 of assets under management is required for mutual fund and equity management services (including bond funds). A separate minimum of $400,000 is generally required for management services of portfolios of individual fixed income securities.