Mayport Wealth Management

Mayport Wealth Management provides wealth management to individuals, high net worth individuals, corporations, trusts and estates, combining comprehensive financial planning with discretionary investment management. The firm also offers donor-advised fund advisory services through Fidelity Charitable and Schwab Charitable and may refer clients to unaffiliated specialists as part of its planning process.

The firm’s investment approach emphasizes low-cost, broadly diversified mutual funds and ETFs, simplicity, and an intrinsic-value orientation, grounded in goals-based and cash-flow planning; Mayport cites academic research and SPIVA scorecards in explaining its preference for index-oriented strategies and a long-term, non–market-timing focus. Portfolios are constructed to reflect client objectives and tolerance for volatility, and the firm may use independent managers or retain legacy positions for tax or fit reasons while conducting ongoing oversight.

What distinguishes Mayport from many peers is the scale of assets relative to its advisory staff: the brochure reports roughly $695 million in client assets overseen by two advisory professionals, yielding a high AUM-per-advisor profile. The firm typically bills clients via an annual wealth management fee rather than a percentage-of-AUM or performance-based fee, and it maintains institutional relationships with Schwab and Fidelity while serving as an approved manager on charitable DAF platforms where it can actively manage donated assets.