Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
16 years
Location
Remote
Maseco Private Wealth
Multi-team
Total advisors
8Clients per advisor
430 Very HighAvg AUM per client
$1,428,211 HighHNW client ratio
21% TypicalJames Sellon is a CFA® charterholder with 16 years of industry experience. He has been with Maseco Private Wealth since 2008. Maseco Private Wealth is an SEC-registered, FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment approach using diversified ETF-based model portfolios and offers comprehensive wealth planning services.
Based on Maseco Private Wealth
Based on Maseco Private Wealth
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,875 (plus VAT, where applicable) payable in advance. Fee-only: Fees charged as percentage of AUM on a tiered scale; no commissions; client pays platform and custodial fees separately.
New York
16 years of industry experience
Maseco Private Wealth
2008 - Present • 18 years
London
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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