David Malone
David Malone is a registered investment advisor at Blackridge Asset Management, LLC, based in St. Louis, MO, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M 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 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.
Fee Estimator
Location
111 Westport Plaza Suite 102, St. Louis, MO, 63146
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
David owns Retirement Solutions, LLC, focusing on estate and life insurance planning, and Malone Integration Group, LLC, where he provides financial and insurance consulting. He also dedicates time to several non-profit organizations and a hospital.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Peak Brokerage Services, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
State Registrations4 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
More Advisors
- Michael Follis, CFPMoneta Group Investment Advisors, LLC
- Bryan Hebron, CFPMoneta Group Investment Advisors, LLC
- David Wickenhauser, CFA, CFPEdward Jones
- Andrew Phipps, CFPDetalus Advisors, LLC
- Samuel Elmore, CFANisa Investment Advisors, LLC
- Nicholas Stork, CFPWells Fargo Advisors