MD
CFA
MD
CFA
Malcom Day is a CFA-designated registered investment advisor at Eagle Global Advisors LLC, based in Houston, TX, with 23 years of industry experience. Malcom 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 371 clients with $2.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
371 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.60% |
These fees apply to domestic securities. Other strategies have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5847 San Felipe, Suite 930, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
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Criminal
March 1988Final Disposition
Employment History
Current Registrations
Eagle Global Advisors LLC
March 2003 - Present · 23 yrs 2 mos
Previous Registrations
Partners Investment Management & Research, LLC
June 2002 - November 2003 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.