Feisal Malik
Feisal Malik is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 32 years of industry experience. Feisal 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, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (3)
Financial
October 2019Regulatory
September 2016Employment Separation After Allegations
January 2016Other Business Activities
Since April 2023, Feisal has been acting as Chief Compliance Officer for Spire as a Service (Saas), an outsourced compliance position for outside RIAs. This activity is investment related.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Bestvest Investments, LTD.
Bestvest Investments, LTD.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Nylife Securities LLCBroker
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations51 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.