Malcolm Greenhill
Malcolm Greenhill is a CFP-designated registered investment advisor at Sterling Futures, based in San Francisco, CA, with 22 years of industry experience. Malcolm operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 39 clients with $23M 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Maximum fee not to exceed $40,000. The fee may be negotiated if your requirements vary significantly from normal. There is a $250 monthly minimum fee.
Fee Estimator
Location
50 California Street, Suite 1500, San Francisco, CA, 94111
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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
Malcolm is the principal and 100% owner of Sterling Futures Insurance & Financial Services, an insurance sales business, since 2002. He dedicates minimal time to insurance sales.
Employment History
Current Registrations
Sterling Futures
Previous Registrations
Sterling Futures
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.