Vinnie Maliakkal is a CFP-designated registered investment advisor at Wavvest Wealth, based in Chicago, IL, with 11 years of industry experience. Vinnie 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. Their firm serves 138 clients with $270M 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% |
Maximum annual fee of 1.50% for direct clients. Fees may vary based on account size, complexity, and scope of planning, and are negotiable.
Fee Estimator
Location
24 East Washington St., Suite 875, Chicago, IL, 60602
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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
Vinnie is the owner of A Bunch of Randos, LLC, a company involved in photography, graphic design, and clothing. This takes about 10-20% of Vinnie's time and is not investment related.
Employment History
Current Registrations
Wavvest Wealth
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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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