Mayfair Financial is a registered investment advisor founded in 2022 and based in Kirkwood, Missouri. The firm offers comprehensive wealth management services, which combine continuous investment management with personalized financial planning. When managing portfolios, Mayfair Financial builds custom asset allocation strategies using stocks, bonds, mutual funds, exchange-traded funds, and government securities, utilizing discretionary authority to trade on behalf of clients. Financial planning is also available as a standalone project-based service, covering net worth, cash flow, insurance, retirement, education funding, taxes, and estate planning. Mayfair Financial works with individuals, high-net-worth clients, trusts, estates, and businesses, requiring no minimum account balance.
Fee Structure
Mayfair Financial charges an annual fee ranging from $6,000 to $14,000 for wealth management services, which include both investment management and financial planning. This fee is paid quarterly in arrears and is negotiable depending on your specific circumstances.