Malnik Wealth Management (MWM) offers personalized investment management services to individuals and families, aiming to improve their financial well-being and prepare for retirement. MWM gathers client information, develops investment strategies, and constructs portfolios typically consisting of individual stocks and income-generating ETFs. MWM manages accounts on a discretionary basis, making investment decisions without prior client approval, though clients can make deposits or withdrawals at any time. MWM also offers investment management for held-away accounts like 401(k)s using a third-party platform.
Assets Under Management$79M
Clients150
Advisors2
Avg. per Client$530K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The standard advisory fee is 1.5%, but this is negotiable and may vary based on the nature of the account.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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