David Malmstedt
David Malmstedt is a registered investment advisor at Maxwell Financial Group, INC, based in Manhattan Beach, CA, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 33 clients with $8.2M 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 $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1000K | 0.50% |
| $1.0M - $1.2M | 0.45% |
| $1.3M - $1.5M | 0.40% |
| $1.5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
1590 Rosecrans Ave, Suite D345, Manhattan Beach, CA, 90266
Get directionsHistory
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 ActivitiesSells Insurance
David is a managing member of a software company and mentors the team. He is also a licensed insurance agent with Maxwell Financial Group, Inc., selling life, health, and other insurance products, dedicating about a quarter of his time or as needed by clients.
Employment History
Current Registrations
Maxwell Financial Group, INC
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.