Malakoff Wealth provides financial planning services and advice tailored to your financial situation, tax status, risk tolerance, and investment goals. This includes analyzing your liabilities, cash flow, net worth, and tax situation. Malakoff Wealth creates written financial plans covering asset allocation, tax planning, retirement planning, and estate planning. They also offer annual plan reviews and rebalancing recommendations.
Fee Structure
Malakoff Wealth may charge an annual retainer fee ranging from $150 to $10,000, depending on the complexity of your financial situation. This fee is payable quarterly, biannually, or annually in arrears.
Malakoff Wealth charges a fixed fee for written financial plans, ranging from $300 to $5,000, depending on the complexity of your financial situation. Half of the fee is due upon engagement, and the balance is due upon presentation of the plan.