Mayflower Advisors

Mayflower Financial Advisors, LLC is a registered investment advisor established in March 2020 and based in Boston, MA. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and pooled investment vehicles. Mayflower Advisors acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides wealth management services, investment management services, retirement accounts advice, and financial planning services. Investment strategies primarily focus on long-term goals, with asset allocation among various mutual funds, ETFs, individual securities, and independent investment managers. Mayflower Advisors may recommend redistributing investments, increasing sector weightings, or employing cash positions as a hedge. The firm offers an easy-to-use investment program for retirement accounts called Mayflower E-Z IRA services. Mayflower Advisors does not sponsor a wrap fee program but may engage Independent Managers to actively manage a portion of client assets. The firm manages over $4.7 billion in client assets, with fees ranging from 0.50% to 1.80% annually for wealth management services. Mayflower Advisors does not receive compensation for securities transactions and does not participate in soft dollar programs. The firm has a Code of Ethics in place and does not have any disciplinary events. Mayflower Advisors does not have custody of client funds except for specific circumstances. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information. Clients have the right to limit the sharing of their information and can request a copy of the Privacy Policy annually.