Jeffrey Wang is a CFA-designated registered investment advisor at Kelmar Capital Management, LLC, based in Pasadena, CA, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees can be negotiable depending on portfolio size and asset mix. Minimum annual fee of $10,000.
Fee Estimator
Location
1122 East Green Street, Pasadena, CA, 91106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is the principal of Kelmar Capital Management, LLC, a registered investment advisor, dedicating nearly full-time hours to providing investment advisory services. He also serves as Treasurer for the City of La Canada Flintridge, managing their investment portfolio for about 10-20% of his time.
Employment History
Current Registrations
Kelmar Capital Management, LLC
Previous Registrations
Stone Bridge Investment Partners LLC
State Registrations1 state
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