Top financial advisors in Palos Verdes Estates, CA
We've curated a list of the best financial advisors in Palos Verdes Estates, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $260,607,170 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Palos Verdes Estates, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Palos Verdes Estates. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Malaga Cove Capital, LLC
Malaga Cove Capital, LLC is a registered investment adviser founded in May 2008 by Alfred (“Al”) C. Walsh III and Mark Wade Choate. The firm, headquartered in Palos Verdes Estates, California, offers investment management services on a discretionary basis, focusing on capital growth and appreciation for individuals and high net worth clients. Malaga also provides ERISA plan services, acting as a 3(38) Investment Manager for retirement plans. The firm's advisory services include investment analysis, direct investment execution, and monitoring of client assets. Clients can expect to pay annual advisory fees ranging from 1.00% to 2.00% of total assets under management. Malaga does not charge performance-based fees and does not participate in wrap fee programs. The firm primarily invests in equity securities, debt securities, municipal bonds, real estate investment trusts, and American Depository Receipts (ADRs). Malaga's investment strategies involve fundamental and technical analysis, with a focus on long-term holdings. Alfred (“Al”) C. Walsh III and Mark Wade Choate serve as portfolio managers at Malaga, providing wealth management services to clients. The firm does not have any disciplinary history to disclose and does not receive compensation for the sale of securities or investment products. Clients have the option to grant investment discretion to Malaga, allowing the firm to make decisions on specific securities, quantity, and timing of transactions. Malaga Cove Capital, LLC does not vote proxies on client securities and recommends that clients vote their own proxies.
$260,607,170 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Palos Verdes Estates, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Palos Verdes Estates. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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