Malaga Cove Capital, LLC

Fee-Only (% of Portfolio)

Malaga Cove Capital offers investment management services on a discretionary basis. They work with clients to select investments based on their objectives. Malaga typically recommends equity securities, including stocks and foreign securities. For clients needing capital preservation, they may recommend fixed income securities. Malaga generally seeks clients whose financial objectives are capital growth and appreciation.

Assets Under Management$310M
Clients228
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$100M

Fee Structure

Investment management only (planning not offered)

Malaga Cove Capital charges an annual fee based on a percentage of the value of your investments. This fee ranges from 1.00% to 2.00%. The specific fee will be stated in your advisory agreement and may be negotiable.

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Location

3 Advisors at this firm

Malaga Cove Capital, LLC | TrueAdvisor