Michael Czajka is a registered investment advisor at Malvern Capital Management, based in Malvern, PA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133 clients with $260M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees and terms are negotiable on a case-by-case basis. Legacy clients may experience higher fees. If a sub-advisor is used, the total investment management service fee plus sub-advisor fee shall not exceed 2.00% per year.
Fee Estimator
Location
5 Great Valley Parkway, Suite 226, Malvern, PA, 19355
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 Activities
Michael is a member of the Architectural Review Committee for the Kimberton Hunt Home Owners Association since 2019. This requires minimal time and is not investment related.
Employment History
Current Registrations
Malvern Capital Management
Previous Registrations
Symons Capital Management INC
State Registrations2 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.