Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management services are negotiated between you and your Financial Advisor, with a maximum of 2.00% annually (1.50% for Annuity Allocations). There's a minimum annual fee of $200 ($300 for UMA accounts). The American Funds F2 Direct-at-Fund Platform has a fixed fee of 0.75%. Financial consulting is available at an hourly or fixed rate. Fees are deducted from your account or billed directly.
Areas of Practice
Advisor Information
Office location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
Get directionsRegulatory History (1)
Customer Dispute
November 2007Other Business Activities
Mayo is a general board member for the Gadsden Arts Center and Museum, the Florida Historic Capital Board, and the Oxford College of Emory University, dedicating minimal time to each. Mayo also owns 100% of Challen-Woodward LLC, a building and apartment complex, and spends minimal time managing it.