Joshua Maly is a registered investment advisor at Mdrn Capital, based in Lakewood Ranch, FL, with 18 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 569 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees may be negotiable at the sole discretion of MDRN Capital. Certain clients may be grandfathered a rate from previous relationships with the Advisor.
Fee Estimator
Location
Lakewood Ranch, FL
Get directionsHistory
Regulatory History (1)
Financial
July 2022Other Business ActivitiesSells Insurance
Joshua is an insurance agent at MDRN Insurance, LLC, sharing the same address as his advisory business. This non-investment related activity takes about 10% of his time.
Employment History
Current Registrations
Mdrn Capital
Previous Registrations
Savant Wealth Management
Golden Reserve RIA, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Edward Jones
Edward JonesBroker
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
J.P. Morgan Securities INC.Broker
UBS Financial Services INC.Broker
Raymond James & Associates, INC.Broker
State Registrations3 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.