Jesse Malik is a CFP-designated registered investment advisor at Sentinel Pension Advisors, LLC., based in Wantagh, NY, with 16 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 2,056 clients with $12B 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 - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees are negotiable. Specified rate applies only to assets in each tier.
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 Registrations18 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
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