Wealth Manager, Mayflower Capital, Independent Financial Advice. Donald Martin, Certified Financial Planner TM. Don Martin, CFP®. Fiduciary Fee Only Financial Planner, Hourly Planning

Wealth Manager

We offer wealth manager investment advice by using flat-fee or hourly fees with no commissions and no annual "assets under management" fee. The client is responsible for requesting frequent new work assignments to review the portfolio, because we don't offer the expensive, continuous ongoing "asset under management" service that costs about 1% a year. We offer fiduciary fee-only investment advice. We do not take custody of assets. We do not make trades in the client's account, instead the client places a trade order directly with his or her own Custodian.
The best way to manage your wealth is by hiring an expert who will coach you and train you and then you make the recommended trade execution on your own so as to firewall off the advisor from control over your Brokerage account. By working with us you will learn from us, you will gradually improve your investing skills, become aware of the big picture, be ready for turbulent times and feel in control. We offer fiduciary fee-only investment advice on a project fee or hourly fee basis, instead of charging an annual percentage of assets fee. No commissions are charged by us. No minimum assets required. We do not take custody of assets. We do not make trades in client's account, instead the client places a trade order directly with his or her own Custodian.

Remember: "The fastest way to make a small fortune is...with a large one" (due to reckless, naïve investing).