Malone Wealth Ventures, operating as Malone Wealth, offers investment advisory services to individuals and high-net-worth individuals. Services include comprehensive portfolio management, which combines asset management with financial planning, and standalone financial planning and consulting. Malone Wealth aims to help clients meet their financial goals through personalized investment approaches and financial plans, while being sensitive to risk tolerance and time horizons.
Assets Under Management$65M
Clients135
Advisors1
Avg. per Client$480K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable and may vary among clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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