Shane Kelly is a CFA, CFP-designated registered investment advisor at Mayport Wealth Management, based in Newton, MA, with 5 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 117 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mayport Wealth Management's wealth management fee ranges from $10,000 to $25,000 annually, paid monthly. The fee depends on the complexity of services, the level of assets managed, and the overall relationship. A minimum fee of $10,000 is imposed, but can be waived. The fee is adjusted each January 1st for inflation, with a minimum adjustment of 0% and a maximum of 5%.
Location
Newton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mayport Wealth Management
Previous Registrations
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations1 state
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