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Elana Malekan

Legacy Wealth Management, LLC
1 Year of Experience
Calabasas, CA
2 Disclosures
View SEC Summary
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Elana Malekan is a registered investment advisor at Legacy Wealth Management, LLC, based in Calabasas, CA, with 1 years of industry experience. Elana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 3,416 clients with $630M in assets under management.

Legacy Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
3,416 clients
Average Client Portfolio
$184K average
Assets Under Management
$629.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fee of up to 2.50% includes up to 2.0% advisory fee and up to 0.50% for illiquid direct participation program investments. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Calabasas, CA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2023
Financial
July 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Legacy Wealth Management, LLC
October 2024 - Present · 2 yrs
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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