Mayfair Advisory Group (MAG) provides financial planning, consulting, and investment management services to individuals, families, and organizations. MAG manages investment portfolios using mutual funds, exchange-traded funds (ETFs), and independent investment managers. MAG also offers financial planning services covering areas like retirement, tax, estate, and education planning. Clients work with MAG to assess their financial situation and goals, and MAG tailors its services to meet their needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Wealth management fees vary between 0.50% and 1.00%, depending upon the size and composition of a client’s portfolio and the type of services rendered. Retirement plan consulting fees vary between 0.25% and 0.50%, depending upon the size and composition of the client’s assets as well as the scope of the services to be rendered.