Peter Maltin
Peter Maltin is a registered investment advisor at Maltin Wealth Management, INC., based in Ridgewood, NJ, with 21 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 214 clients with $510M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable. Clients paying Financial Planning & Consulting fees will credit the amount of fees (up to $5,000 annually) paid for that service towards their Investment Management fees.
Fee Estimator
Location
Ridgewood, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Employment History
Current Registrations
Maltin Wealth Management, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 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.