Russell Maltes is a CFP-designated registered investment advisor at Simplifiedfp, based in Clovis, CA, with 25 years of industry experience. Russell 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 6 more. Their firm serves 56 clients with $51M 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 | 1.00% |
| $250K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees are negotiable. Total fees will not exceed 3% of the value of assets under management. Household accounts may be aggregated.
Fee Estimator
Location
755 North Peach Avenue, Suite G10, Clovis, CA, 93611
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Employment History
Current Registrations
Simplifiedfp
Previous Registrations
Regency Investment Advisors INC
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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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