John Malzone
John Malzone is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Delray Beach, FL, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,395 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Main Street Financial Solutions offers investment management services for an annual fee based on the amount of assets managed. The management fee can reach up to 2.00% depending on the size and composition of your portfolio, the services provided, and the advisor assigned to you. The fee is charged quarterly. For certain client holdings like held-away assets or alternative investments, Main Street Financial Solutions may negotiate a different fee rate.
Location
Delray Beach, FL
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Regulatory History (1)
Regulatory
December 1994Employment History
Current Registrations
Main Street Financial Solutions, LLC
Previous Registrations
Main Street Financial Solutions, LLC
Jjm Financial Strategies INC
Hartford Equity Sales Company INC.Broker
Boenning & Scattergood, INC.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Egan Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.