Bard Malovany
Bard Malovany is a CFP-designated registered investment advisor at Aspect Partners, LLC, based in Fairfax, VA, with 29 years of industry experience. Bard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 419 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspect Partners offers two investment management services:
- Asset Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.00%.
- Comprehensive Portfolio Management: The annual fee is a percentage of your portfolio, up to a maximum of 2.25%.
Fees are calculated monthly based on the average daily value of your account and are negotiable. These fees do not include fees charged by third-party money managers, if used.
Location
2677 Prosperity Ave, Suite 380, Fairfax, VA, 22031
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 →Other Business ActivitiesSells Insurance
Bard is an owner/agent at Aspect Partners, selling disability and traditional life insurance and providing financial planning advice, dedicating nearly full-time hours to this. Bard also owns and manages multiple real estate properties and is an Investment Advisor Representative at Almanack Investment Partners LLC, working full-time.
Employment History
Current Registrations
Aspect Partners, LLC
Private Client Services, LLCBroker
Previous Registrations
Almanack Investment Partners
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Advantage Capital Corporation
Advantage Capital CorporationBroker
State Registrations22 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.