Malena Farach is a registered investment advisor at Atlas, based in Lehigh Acres, FL, with 6 years of industry experience. Malena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 48 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
48 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$153.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and typically range between 0.50% and 1.50% per year depending on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lehigh Acres, FL
Get directionsHistory
Regulatory History (4)
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Financial
April 2019Final
Financial
July 2018Final
Financial
May 2018Final
Financial
February 2018Final
Employment History
Current Registrations
Atlas
September 2026 - Present · 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
August 2024 - February 2026 · 1 yr 6 mos
Ameriprise Financial Services, LLCBroker
August 2024 - February 2026 · 1 yr 6 mos
J.P. Morgan Securities LLC
October 2019 - July 2024 · 4 yrs 9 mos
J.P. Morgan Securities LLCBroker
August 2019 - July 2024 · 4 yrs 11 mos
State Registrations1 state
FL
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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