Top financial advisors in Malta, NY
We’ve curated a list of the best financial advisors in Malta, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$489,068,879
Number of advisors
8 advisors
| $489,068,879 | 8 advisors | |
| 2 |
Assets under management
$62,263,105
Number of advisors
2 advisors
| $62,263,105 | 2 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.
Methodology
To generate our top financial advisors list in Malta, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Malta. 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.
Walthausen & Co., LLC
Walthausen & Co., LLC is a SEC-registered investment adviser specializing in providing discretionary investment advisory services since 2007. The firm focuses on value strategies in the micro and small capitalization segments of the US domestic equities market. They offer three strategies: Small Cap Value, Focused Small Cap Value, and Micro Cap Value. Clients can invest in separate accounts or mutual funds managed by Walthausen. The minimum initial investment for separate accounts ranges from $5 million to $62,500, depending on the strategy chosen. Fees are based on a tiered structure and are billed quarterly in advance. Walthausen does not charge performance-based fees and does not have custody of client accounts. The firm exercises investment discretion, allowing them to make trades without prior client approval. They vote proxies on behalf of clients based on Glass Lewis recommendations. Walthausen does not pay referral fees and has no reportable disciplinary events. Clients receive quarterly reports summarizing account performance and holdings. The firm's Code of Ethics ensures high ethical standards and compliance with securities laws.
$489,068,879 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Luther Forest Wealth Advisors, L.l.c.
Luther Forest Wealth Advisors, LLC is an SEC-registered Investment Advisor offering investment advisory, financial planning, and related consulting services to retail investors. As fiduciaries, the firm formulates long-term financial plans, cash flow planning, and asset restructuring tailored to individual needs. The investment approach involves creating diversified portfolios using mutual funds, ETFs, stocks, and bonds. Luther Forest maintains discretionary authority for most clients but allows reasonable restrictions on investments. The firm does not recommend proprietary products and charges an annual fee for investment management services not exceeding 1.25% of assets under management, billed quarterly. There are no mandatory account opening requirements, but clients typically have a minimum of $100,000 in assets designated for management. Additional financial planning and consulting services may incur separate fees. Luther Forest's financial professionals are compensated by a flat salary and discretionary bonuses based on performance, without receiving commissions or incentives from recommended products. The firm operates under a standard of conduct to act in clients' best interests and discloses potential conflicts of interest. Clients can access additional information on the firm's website or the SEC's Investment Adviser Public Disclosure website. For inquiries, Luther Forest can be contacted at (518) 899-5544.
$62,263,105 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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.
Methodology
To generate our top financial advisors list in Malta, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Malta. 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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