Griffin Malatino
Griffin Malatino is a registered investment advisor at Aegis Wealth Management, INC., based in Denver, CO, with 4 years of industry experience. Griffin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,350 clients with $220M 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 $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees for amounts over $2.5 million are negotiable. Accounts also incur a $35 annual software and reporting fee unless under $5,000. Assets managed by Portfolio Medics are subject to a 2.60% annual fee.
Fee Estimator
Location
7105 W 44th Ave., Denver, CO, 80033
Get directionsHistory
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
Griffin works as VP of Sales and Marketing for Aegis Financial, wholesaling fixed and fixed indexed annuities and aiding in insurance sales. This takes nearly full-time hours.
Employment History
Current Registrations
Aegis Wealth Management, INC.
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.
Exams
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