Mallory Labik
Mallory Labik is a registered investment advisor at Private Client Services, LLC, based in Sewickley, PA, with 11 years of industry experience. Mallory 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 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
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
Mallory works as an analyst/advisor for Fragasso Financial Advisors, spending full-time hours on DBA name activities and nearly full-time hours as a registered investment advisor. Additionally, Mallory is an independent insurance agent, dedicating a few hours per week to this role.
Employment History
Current Registrations
Private Client Services, LLCBroker
Fragasso Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Yanni & Associates Investment Advisors, LLC
State Registrations4 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.