Monte Malhotra is a registered investment advisor at Money Intelligence, based in Santa Clara, CA, with 14 years of industry experience. Monte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 274 clients with $170M 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 | 0.50% |
Corporate retirement accounts are charged a fixed fee of $100/employee and $2,500 per year per plan. Fees are negotiable.
Fee Estimator
Location
5201 Great America Pkwy, Suite 455, Santa Clara, CA, 95054
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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
Money Intelligence
Previous Registrations
Money Intel
State Registrations2 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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