Overview
- Headquarters
- Boston, MA
- Total Firm Assets
- $5.8 billion
- Average High-Net-Worth Client Portfolio Size
- $3.4 million
Recent Rankings
Forbes 2025: 154
Forbes 2024: 153
Fee Disclosure
Source: DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (2026-03-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.80% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $18,000 | 1.80% |
| $5 million | $90,000 | 1.80% |
| $10 million | $180,000 | 1.80% |
| $50 million | $900,000 | 1.80% |
| $100 million | $1,800,000 | 1.80% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 19.70%
- Number of High-Net-Worth Clients
- 333
- Total Client Accounts
- 2,924
- Discretionary Accounts
- 2,735
- Non-Discretionary Accounts
- 189
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 307857
- DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗