Congratulations are in order for Jay and Kateri Schwandt, a Michigan couple who recently welcomed a new baby girl. This might not sound notable except that this is the Schwandt’s fifteenth child—and all of their first fourteen children are boys. In an interview, Jay Schwandt commented that he didn’t [...]
comprehensive wealth management on a straightforward flat fee basis
Mayport is a different kind of advisor
While most advisors charge their clients a percentage of assets, Mayport works on a simple flat fee basis.
Mayport is a fee-only fiduciary advisor. No hidden fees, soft dollars or proprietary products.
Mayport believes that low-cost index fund portfolios are the best way to build wealth.
At Mayport, the starting point and foundation for every relationship is an in-depth financial plan.
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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:
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.