Lance Hogan is a registered investment advisor at Malatai Capital LLC, based in cicero, NY, with 2 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Malatai Capital charges a performance-based fee for investment management services. This fee is 25% of the client’s quarterly net realized and unrealized profits, as valued by Interactive Brokers, LLC. The fee is subject to a “high water mark,” meaning it's only deducted when the account value exceeds the highest historic fiscal year-end value. This fee is only available to clients who meet certain requirements, including a net worth of at least $2,200,000 or having at least $1,100,000 under management.
Location
cicero, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Malatai Capital LLC
State Registrations1 state
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