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Brian Malkinson

Hbw Advisory Services LLC
8 Years of Experience
Chico, CA
Sells Insurance
View SEC Summary
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Brian Malkinson is a registered investment advisor at Hbw Advisory Services LLC, based in Chico, CA, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 13,864 clients with $1.7B in assets under management.

Hbw Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
13,864 clients
Average Client Portfolio
$126K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is based on a percentage of assets under management, not to exceed 2.00%. Actual fees vary based on portfolio size, complexity, and the representative managing the account. Online portfolio management platform fees will not exceed 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1395 Ridgewood Blvd, Ste 300, Chico, CA, 95973

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian is the Chief Operating Officer of Jones Financial Network, President of Tig Wealth Management Inc, and President/Owner of The Brayley Group. He also provides life insurance through HBW Insurance and Financial Services and acts as a liason for estate planning with Encorestate Plans, and is a notary.

Employment History
Current Registrations
Hbw Advisory Services LLC
May 2018 - Present · 8 yrs 5 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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