Mayflower Capital offers investment advice and financial planning to individuals, families, estates, trusts, and charitable organizations. Investment advisory services are offered on a discretionary or non-discretionary basis. Financial planning covers retirement, college, insurance, debt management, business entity, and tax planning. Mayflower Capital also offers life insurance, variable annuities, and long-term care insurance products.
Assets Under Management$14M
Clients32
Advisors1
Avg. per Client$450K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment advisory fee can be negotiated based on criteria such as the size of the account, future additional assets, related accounts and account composition.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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