Mallory Davis is a CFP-designated registered investment advisor at Ma Private Wealth, LLC, based in San Carlos, CA, with 2 years of industry experience. Mallory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 352 clients with $580M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $40.0M | 0.65% |
| $40M+ | 0.65% |
Fees may be negotiable. Some legacy clients may be grandfathered under different fee schedules.
Fee Estimator
Location
1355 A San Carlos Avenue, San Carlos, CA, 94070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ma Private Wealth, LLC
State Registrations1 state
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