Malea Hornback
Malea Hornback is a CFP-designated registered investment advisor at Bouvel Investment Partners, LLC, based in Fernandina Beach, FL, with 3 years of industry experience. Malea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 206 clients with $370M 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 | 1.75% |
Annual fees generally range from 0.50% to 1.75% of assets under management and are negotiable.
Fee Estimator
Location
Fernandina Beach, FL
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 →Employment History
Current Registrations
Bouvel Investment Partners, LLC
Previous Registrations
Wealth Planning CORP
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
More Advisors
- Brian Griffith, CFPOsaic Wealth, INC.
- Crystal Henning, CFPEdward Jones
- Anthony Cecchini, CFPJmg Financial Group LTD
- John Neff, CFP, ChFCPortfolio Medics, LLC
- Bruce Eshbaugh, CFASentinel Advisory CORP
- Steven Gibb, CFPEdward Jones