Mayport Wealth Management offers wealth management services to individuals, high net worth individuals, corporations, trusts, and estates. These services include comprehensive financial planning and investment management. Mayport Wealth Management creates a lifetime cash flow plan to assess a client's ability to meet their stated goals. For investments, Mayport Wealth Management primarily uses low-cost, diversified mutual funds and exchange-traded funds (ETFs).
Fee Structure
Mayport Wealth Management's wealth management fee ranges from $10,000 to $25,000 annually, paid monthly. The fee depends on the complexity of services, the level of assets managed, and the overall relationship. A minimum fee of $10,000 is imposed, but can be waived. The fee is adjusted each January 1st for inflation, with a minimum adjustment of 0% and a maximum of 5%.