Mallery Financial provides investment management, financial planning, and insurance consulting to individuals, businesses, retirement plans, non-profits, trusts, and estates. Mallery Financial acts in your best interest and provides clear research, analysis, and advice. Mallery Financial offers tailored portfolios, model portfolios, and third-party money managers.
Assets Under Management$34M
Clients119
Advisors1
Avg. per Client$280K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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