Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $895 million
- Average High-Net-Worth Client Portfolio Size
- $5.6 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: MAYTECH FIRM BROCHURE (2025-03-27)
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Latest filing: MAYTECH FIRM BROCHURE 2A (2026-03-29)
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Latest filing: MAYTECH FIRM BROCHURE 2B (2026-03-29)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,500,000 | 1.50% |
| $2,500,001 | $5,000,000 | 1.40% |
| $5,000,001 | $7,500,000 | 1.30% |
| $7,500,001 | $9,999,999 | 1.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $72,500 | 1.45% |
| $10 million | $135,000 | 1.35% |
| $50 million | $135,000 | 0.27% |
| $100 million | $135,000 | 0.13% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 59.24%
- Number of High-Net-Worth Clients
- 95
- Total Client Accounts
- 196
- Discretionary Accounts
- 195
- Non-Discretionary Accounts
- 1
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 285985
- MAYTECH FIRM BROCHURE 2A (2026-03-29) · View brochure text
- MAYTECH FIRM BROCHURE 2B (2026-03-29) · View brochure text
- MAYTECH FIRM BROCHURE (2025-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗