Jesse Malik is a CFP-designated registered investment advisor at Sentinel Pension Advisors, LLC., based in Wantagh, NY, with 15 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 2,281 clients with $11B 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
All fees are negotiable. Clients who engaged SPA prior to January 1, 2024 are subject to fee schedules that use a blended fee rate rather than the tiered fee rate shown above.
Fee Estimator
Location
Wantagh, NY
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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 →Other Business Activities
Jesse is the secretary of ARJO Enterprise Inc, a gas station and convenience store franchise, attending board meetings. This activity is not investment-related.
Employment History
Current Registrations
Sentinel Securities, LLC.
Sentinel Securities, LLC.Broker
Sentinel Pension Advisors, LLC.
Previous Registrations
Capfinancial Securities, LLC.Broker
Captrust
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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