David Malleck
David Malleck is a registered investment advisor at Silver Lake Capital Partners, based in Dallas, TX, with 43 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 172 clients with $230M 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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees may be negotiable.
Fee Estimator
Location
5005 L.B.J. Freeway, Suite 720, Dallas, TX, 75244
Get directionsHistory
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 ActivitiesSells Insurance
David is a licensed insurance agent, but refers all insurance business to Adaption Financial without receiving compensation. He is also a Managing Partner at Silver Lake Capital Partners LLC, dedicating full-time hours to managing the financial affairs of approximately 105 families.
Employment History
Current Registrations
Silver Lake Capital Partners
Previous Registrations
Cabot Lodge Securities LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Rhodes Securities, INC.Broker
Performax Investment Services, INC.Broker
First Western Securities, INC.Broker
Minton Schmid, Landers Vinton Reuther & Smith, INC.Broker
Shearson Lehman Brothers INC.Broker
First Mid-America INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.