Judson Mallini is a CFP-designated registered investment advisor at Together Planning, based in Jacksonville, FL, with 19 years of industry experience. Judson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 187 clients with $180M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Fees charged by Independent Managers to manage a portion of your assets are separate from and in addition to our fees described above. The Independent Manager fee ranges from 0.15% - 0.25% and is typically paid quarterly in arrears. Depending on individual client circumstances, our advisory fee is negotiable at the sole discretion of management. In some instances, a flat annual fee may be appropriate and will be considered instead of a percentage fee.
Fee Estimator
Contact
Judson Mallini
Location
6821 Southpoint Drive N, Suite 118, Jacksonville, FL, 32216
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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 →Employment History
Current Registrations
Together Planning
Previous Registrations
Prudential Financial Planning Services
State Registrations5 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
Additional Information
Jud Mallini is an entrepreneur and CERTIFIED FINANCIAL PLANNER® Professional. He and his family are the founders of Together Planning.