M
Mayflower Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,348,227
Total clients
32
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$448,382
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Financial planning fixed fee typically $1,000 to $3,000; speaking engagements $100 to $300
Up to 1.00% annually, paid quarterly in advance
Financial planning hourly rate $85 to $100 per hour
Fee-only: Financial planning: fixed fee typically $1,000 to $3,000; hourly fee $85 to $100 per hour; speaking engagements $100 to $300
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Mayflower Capital
Cortland NY, United States
Number of offices
1
Forms ADV
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