Walter Kelley is a registered investment advisor at Maytech Global Investments, based in New York, NY, with 7 years of industry experience. Walter 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 119 clients with $850M 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 $2.5M | 1.50% |
| $2.5M - $5.0M | 1.40% |
| $5.0M - $7.5M | 1.30% |
| $7.5M - $10.0M | 1.20% |
| $10M+ | 0.90% |
For accounts with a market value equal or greater than $10 million, the first $10,000,000 is charged 1.25% per annum. Fees may be negotiable for some clients.
Fee Estimator
Location
450 Park Ave, Ste 2700, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Maytech Global Investments
Previous Registrations
Brookmont Capital Management
J.P. Morgan Securities LLCBroker
State Registrations2 states
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