Erny Malakoff
Erny Malakoff is a registered investment advisor at Malakoff Wealth, based in Danville, CA, with 39 years of industry experience. Erny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Malakoff Wealth may charge an annual retainer fee ranging from $150 to $10,000, depending on the complexity of your financial situation. This fee is payable quarterly, biannually, or annually in arrears.
Malakoff Wealth charges a fixed fee for written financial plans, ranging from $300 to $5,000, depending on the complexity of your financial situation. Half of the fee is due upon engagement, and the balance is due upon presentation of the plan.
Location
809 Podva Road, Danville, CA, 94526
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 1994Customer Dispute
July 1994Other Business ActivitiesSells Insurance
Erny works as a preacher, dedicating minimal time to this role. He also operates under two DBAs for his LPL business, Master Wealth LLC and Malakoff & Associates, spending nearly full-time on these activities, and has a business entity for tax/investment purposes that generates revenue from personal investments and term/LTC insurance policies.
Employment History
Current Registrations
Malakoff Wealth
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Titan/value Equities Group, INC.Broker
Omega Financial Group, INC.Broker
Baraban Securities, INC.Broker
State Registrations21 states
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.