Jordan Maly is a CFP-designated registered investment advisor at Simon Quick Advisors, LLC, based in Denver, CO, with 2 years of industry experience. Jordan 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 939 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simon Quick's investment advisory fee is based on a percentage of the market value of your portfolio or a fixed fee. Fees are negotiable based on factors like asset value and complexity. There is a $20,000 minimum annual fee, which may be reduced or waived at Simon Quick's discretion. The fee includes investment advisory services and, if requested, financial planning. Additional fees may apply for extraordinary planning services. If you engage Simon Quick to provide Investment Consulting services, the maximum fee is 1.00% per year.
Location
1801 Wewatta St., Ste 930, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Simon Quick Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Equities, 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.