Jeffrey Malcom
Jeffrey Malcom is a CFA-designated registered investment advisor at Buttonwood Financial Advisors, INC., based in Baltimore, MD, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 325 clients with $390M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
1 N Haven Street, Suite 204, Baltimore, MD, 21224
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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
Jeffrey has passive stakes in QB Holdings LLC, a diversified online marketing business, and Growth Harmony DE LLC, a consultancy for online retailers. He spends minimal time on these non-investment related activities.
Employment History
Current Registrations
Buttonwood Financial Advisors, INC.
State Registrations2 states
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