Mayport Wealth Management

Comprehensive Wealth Management for a simple, flat fee

Mayport is a Boston-based Registered Investment Advisor that provides financial planning and investment management on a flat-fee basis. Mayport works primarily with high-net-worth individuals and families who are approaching, or are in, retirement. For clients with seven- and eight-figure portfolios, Mayport’s flat-fee approach often provides significant savings.

Mayport founder Adam Grossman is a Chartered Financial Analyst and earned an MBA from the MIT Sloan School. Adam’s investment approach emphasizes simplicity, low-cost and tax-sensitivity.

Mayport’s process includes these steps: We start by building a complete financial plan around your goals. Next we develop an investment strategy to help you move toward those goals. Then we implement this strategy across all of your accounts.

Tax planning is a key element of Mayport’s service. Each year, Mayport analyzes clients’ tax returns then recommends and helps implement relevant strategies. For those in retirement, Mayport develops a tax-efficient withdrawal strategy.

To learn more:

 

  • Services: Financial Planning, Investment Management, and Tax Strategizing
  • Ideal Client: Physicians approaching retirement seeking a flat-fee advisor
  • Location: Newton, MA
  • Mayport Application, ADV2
  • Website, [email protected], (617) 545-5700

Fee Structure:

Emerging wealth (investment assets up to $2 million): $6,000 per year
High-net-worth individuals (assets of $2-$15 million): $10,000 per year
High-net-worth couples and families (assets of $2-$15 million): $15,000 per year
High-net-worth + (assets over $15 million): $20,000 per year