Mayflower Capital

Overview

Mayflower Capital LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Mayflower also operates as an insurance broker, which appears to complement its use of insurance products in client portfolios. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator in the FINTRX snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives