Kellen Smith is a registered investment advisor at Eaton Vance Management, based in New York, NY, with 9 years of industry experience. Kellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,053 clients with $85B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eaton Vance Management's fees for investment management vary and can be negotiated. The fees are generally calculated as a percentage of the value of your portfolio and are billed quarterly. The specific fee schedule depends on the investment objectives, strategies, and any restrictions on your account. If your account invests in funds, you will also bear a proportionate share of the fund's advisory fees and other expenses. For specific fee information related to wrap fee programs, please refer to the program's disclosure documents.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eaton Vance Management
Eaton Vance Distributors, INC.
Eaton Vance Distributors, INC.Broker
State Registrations2 states
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