Robert Malmquist
Robert Malmquist is a CFP-designated registered investment advisor at Provider Financial, INC., based in Indianapolis, IN, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 505 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.05% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.60% |
| $750K - $1.3M | 1.40% |
| $1.3M - $1.8M | 1.30% |
| $1.8M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fee is negotiable based upon the size of the client’s account(s).
Fee Estimator
Location
3091 East 98th Street, Suite 200, Indianapolis, IN, 46280
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Robert is involved in several investment-related activities, including non-variable insurance since 2001, being an officer and owner of Provider Financial since 2009 (dedicating minimal time), and operating under a DBA for LPL business since 2013. He also provides investment advisory services through Provider Financial, spending about three-quarters of his time on this activity.
Employment History
Current Registrations
Provider Financial, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Isu Securities, INC.Broker
Long Grove Trading CO.Broker
State Registrations14 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.