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, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 3,510 clients with $5B 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 are negotiable in exceptional circumstances. Related family accounts can be grouped to meet minimums and determine fee rates.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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