Maytech Global Investments

Fee-Only (% of Portfolio)

MayTech Global Investments manages investment portfolios using a global growth strategy. They focus on growth opportunities in the global market, particularly in information technology, healthcare, and consumer sectors. MayTech also provides model portfolios to wealth management platforms and sub-manages assets for institutional investors. MayTech may recommend rolling over retirement accounts into accounts they manage, which generates a fee for them.

Assets Under Management$850M
Clients119
Advisors5
Avg. per Client$7.1M
Avg. per Advisor$170M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.50%
$2.5M - $5.0M1.40%
$5.0M - $7.5M1.30%
$7.5M - $10.0M1.20%
$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
Your Portfolio Value
$500K
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Location

5 Advisors at this firm

Maytech Global Investments | TrueAdvisor