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Kevin Malmud

20 Years of Experience
Honolulu, HI
Broker

Kevin Malmud is a registered investment advisor at Empower Advisory Group, LLC, based in Honolulu, HI, with 20 years of industry experience. Kevin 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 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1100 Alakea Street, Suite 1550, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin and his wife own a house with an attached studio that they rent out for $1,500 per month since 2020. He spends a few hours per week on this real estate rental and leasing activity.

Employment History
Current Registrations
Empower Advisory Group, LLC
January 2024 - Present · 2 yrs 4 mos
Empower Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Prudential Investment Management Services LLCBroker
September 2013 - April 2022 · 8 yrs 7 mos
Bancorp Investment Group, LTD.Broker
June 1992 - October 1992 · 4 mos
Prudential Asset Management Company Securities CorporationBroker
June 1992 - July 1992 · 1 mo
The Prudential Insurance Company of AmericaBroker
April 1985 - June 1992 · 7 yrs 2 mos
Hl Securities, INC.Broker
October 1984 - May 1985 · 7 mos
State Registrations1 state
HI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.