Omar Mallick is a registered investment advisor at Holbrook Management, LLC, based in Dallas, TX, with 13 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For separate accounts, the fee is 1.5% of the portfolio value per year. For the private fund, Class A investors pay 1.5% of the portfolio value per year. Class B investors pay 1% of the portfolio value per year plus 10% of the profits above a high-water mark.
Fee Estimator
Location
5956 Sherry Lane, 20th Floor, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Holbrook Management, LLC
State Registrations2 states
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