Malgorzata Elashmawy is a CFP-designated registered investment advisor at Hb Wealth, based in Towson, MD, with 9 years of industry experience. Malgorzata operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 5,459 clients with $30B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Firm generally imposes a minimum annual fee of $12,500. Fees are negotiable.
Fee Estimator
Location
1 West Pennsylvania Avenue, Suite 800, Towson, MD, 21204
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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
Malgorzata is the Co-Chairperson of the Pro Bono Committee for the FPA of Maryland. She organizes pro bono activities and provides financial advice to non-profits, students, and underserved communities, dedicating minimal time to this role.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Wms Partners, LLC
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.
Exams
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