Malinda Choate
Malinda Choate is a registered investment advisor at Bankers Life Advisory Services, INC., based in Ann Arbor, MI, with 14 years of industry experience. Malinda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B 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 | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
2411 Oak Valley Drive Suite 500, Ann Arbor, MI, 48103
Get directionsHistory
Regulatory History (2)
Financial
November 2016Customer Dispute
March 2006Other Business ActivitiesSells Insurance
Malinda works as an insurance agent with Bankers Life and Casualty.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Fifth Third Securities, INC.Broker
Old Kent Financial AdvisorsBroker
State Registrations5 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.
Exams
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