Joshua Malnik
Joshua Malnik is a registered investment advisor at Malnik Wealth Management, LLC, based in Clarksville, MD, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 150 clients with $79M 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% |
The standard advisory fee is 1.5%, but this is negotiable and may vary based on the nature of the account.
Fee Estimator
Location
Clarksville, MD
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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 ActivitiesSells Insurance
Joshua is an investment advisor at Malnik Wealth Management, LLC, dedicating full-time hours to soliciting clients, managing accounts, and providing investment advice. He also works as an agent at PKS Financial, spending about 10-20% of his time on sales of fixed/traditional insurance products.
Employment History
Current Registrations
Malnik Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
TD Ameritrade, INC.Broker
Fsc Securities CorporationBroker
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.