Malcolm Brown is a registered investment advisor at Ethos Investment Advisory Group LLC, based in Miami, FL, with 11 years of industry experience. Malcolm operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% annually based on factors like portfolio size, complexity, and scope of services. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
9100 S. Dadeland Blvd., Suite 1500, Miami, FL, 33156
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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 →Employment History
Current Registrations
Ethos Investment Advisory Group LLC
Previous Registrations
LPL Financial LLCBroker
Bci Securities, INC.Broker
Bci Securities, INC.
Northern Trust Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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