Allan Malina
Allan Malina is a registered investment advisor at Servus Capital Management, based in Lynchburg, VA, with 23 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 216 clients with $30M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Rates reflect the primary exchange-traded fund platform. Other platforms have different schedules: Asset Parking Service ranges from 0.25% to 0.50%; Quantitative Portfolio Management charges 2.50% to 3.00%; Mutual Fund Platform charges a flat 1.50%. Fees are negotiable.
Fee Estimator
Location
1922 Graves Mill Road, Lynchburg, VA, 24502
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Employment History
Current Registrations
Servus Capital Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
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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