comprehensive wealth management on a straightforward flat fee basis

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Mayport is a different kind of advisor

straightforward
Fee structure

While most advisors charge their clients a percentage of assets, Mayport works on a simple flat fee basis.

Fiduciary Advice

Mayport is a fee-only fiduciary advisor. No hidden fees, soft dollars or proprietary products.

sensible Investments

Mayport believes that low-cost index fund portfolios are the best way to build wealth.

in-depth Planning

At Mayport, the starting point and foundation for every relationship is an in-depth financial plan.

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Seven Steps to Financial Success

Learn our three-part framework for building and implementing a financial plan...

  • Develop a Blueprint - Create a written financial plan
  • Lay your Foundation - Implement your plan using best practices in personal finance
  • Build your Success - Stay on track by managing risk, taxes and more
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The Impact of Investment Expenses

What are high fees costing you?

If you are working with an advisor who charges you a percentage of your assets, it could literally cost you millions:

  • Percentage-based fees increase automatically as you add to your savings
  • Percentage-based fees increase automatically as the market goes up over time
Growth of a $2 Million Portfolio

Assumes $2 million initial value, 7% annual returns, Mayport fee of $10,000 increasing at 3% per year; traditional advisory fee of 1% of beginning-of-year value.

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