Kyle Wellner
Kyle Wellner is a registered investment advisor at Papamarkou Wellner Perkin Advisors, based in New York, NY, with 5 years of industry experience. Kyle 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 113 clients with $360M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
The above fee schedule applies to Growth, Growth and Income, and Dynamic Income Strategies. Fees are negotiable above $10,000,000. Natural Resource Tactical Opportunities Strategy: 1.00% plus 20% of net profits. Scalar Gauge Concentrated Software Equity Strategy: 0.50% plus 20% over a 6% hurdle.
Fee Estimator
Location
430 Park Avenue, 17th Floor, New York, NY, 10022
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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
Kyle runs a DJing business called DJ Wellnez or Wellnez, providing services for private parties and public events since 2013. This takes a few hours per week and does not occur during business hours.
Employment History
Current Registrations
Papamarkou Wellner Perkin Advisors
Papamarkou Wellner & CO., INC.Broker
State Registrations3 states
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