Advisor at Servus Capital Management
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Firm
Servus Capital Management
Location
Lynchburg, VA 24502
Credentials
Series 66
Industry experience
23 years
Allan Malina is a financial advisor at Servus Capital Management in Lynchburg, VA, with 23 years of industry experience. He holds the Series 66 designation and has been with Servus Capital Management since 2009. Servus Capital Management provides financial planning and portfolio management primarily for individual clients, as well as non-profit, corporate, and retirement-plan clients. The firm utilizes an IPS-driven process with a proprietary Quantitative Portfolio Management system that employs ETF-based strategies and offers specialized services such as pension consulting and an asset-parking platform for legacy holdings.
Based on Servus Capital Management
Based on Servus Capital Management
Financial planning fixed-fee project basis, negotiable, generally $100 minimum to $10,000+
Less than $2 million - $2 million: 1.25% $2 million - $5 million: 1.00% $5 million - $10 million: 1.00% $10 million - $25 million: 0.75% $25 million+: Custom Pricing
Fee-only: Financial planning fixed fees ranging generally from $100 (minimum) to $10,000+ depending on complexity and scope
1922 Graves Mill Road
Lynchburg, VA 24502
Virginia
Servus Capital Management LLC
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®
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