Francisco Malfavon
Francisco Malfavon is a registered investment advisor at Monex Asset Management, INC., based in San Diego, CA, with 18 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 547 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monex Asset Management's fees generally range from 0.25% to 2.00% of the value of your portfolio per year, depending on the size of the portfolio, services requested, and portfolio assets. In addition, there is an annual maintenance fee from $180.00 to $200.00 per account. Fees are paid quarterly. Employee-related accounts may have lower fees.
Location
350 10th Avenue, Suite 1000, San Diego, CA, 92101
Get directionsHistory
Regulatory History (3)
Financial
November 2020Customer Dispute
March 2016Customer Dispute
September 2015Other Business Activities
Francisco is an advisory representative at Monex Asset Management, Inc. since 2017.
Employment History
Current Registrations
Monex Asset Management, INC.
Monex Securities, INC.Broker
Previous Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.