James Sellon is a CFA-designated registered investment advisor at Maseco Private Wealth, based in London, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,806 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiated in exceptional circumstances. Different fees and charges apply for non-US resident clients.
Fee Estimator
Location
The Kodak, 11 Keeley Street, London, WC2B 4BA
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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
James is a board member of Pilotage Wealth Management & Pilotage Private Assets in Switzerland since June 2013, providing input into strategic decisions. This requires minimal time and does not occur during trading hours.
Employment History
Current Registrations
Maseco Private Wealth
Previous Registrations
Maseco Private Wealth
State Registrations1 state
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