Leon Malnik
Leon Malnik is a registered investment advisor at Malnik Wealth Management, LLC, based in Clarksville, MD, with 33 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 150 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The standard advisory fee is 1.5%, but this is negotiable and may vary based on the nature of the account.
Fee Estimator
Location
Clarksville, MD
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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
Leon is the Chief Compliance Officer, Managing Member, and Advisor at Malnik Wealth Management, dedicating full-time hours. He also sells fixed insurance and annuities through Fixed Insurance and PKS Financial, and general insurance through Malnik Financial Management, spending a few hours per week on each. Leon also owns rental property through Leon Malnic LLC, spending minimal time on property management.
Employment History
Current Registrations
Malnik Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Retirement Group, LLC
The Retirement Group, LLC
Fsc Securities CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.Broker
MML Investors Services, INC.Broker
Woodbury Financial Services, INC.Broker
Jackson National Financial Services, INC.Broker
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.