Malaga Cove Capital LLC

Financial Advisor in Palos Verdes Estates, CA

Firm Info
Address: 425 Vía Corta # 204, Palos Verdes Estates, CA 90274, USA
Phone: (310) 421-2141

Firm Size
Assets Under Management: $275.9 million
# of Advisors: 2
# of Clients: 495
Client to Advisor Ratio: 248:1
Average Account Size: $557,371
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Malaga Cove Capital, LLC Overview

Malaga Cove Capital, LLC is an investment advisory firm that has been operating since 2008. The firm is based in Palos Verdes Estates, CA and operates as an investment advice-only firm. Malaga Cove Capital, LLC offers fee-based services to clients seeking portfolio management solutions for individuals, small businesses, as well as businesses or institutional clients. The firm meticulously manages portfolios and provides customized investment solutions to clients to meet their specific financial goals and objectives. With a focus on providing valuable investment advice, Malaga Cove Capital, LLC helps clients manage their investments with precision and expertise. Their investment advice is based on extensive research and data analysis, ensuring that clients receive sound investment advice. The firm understands that each client has unique financial needs that require customized solutions, which is why they provide personalized portfolio management services to help clients achieve their financial goals. Overall, Malaga Cove Capital, LLC is a reputable investment advisory firm that has a wealth of experience in managing portfolios for individuals, small businesses, and institutional clients. Their fee-based services are tailored to meet the specific investment needs of each client, and their investment advice is founded on extensive research and analysis. As a result, clients can trust Malaga Cove Capital, LLC to provide them with the expertise they need to create and manage successful investment portfolios.

(MALAGA COVE CAPITAL, LLC) provides investment management services to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm tailors its strategies to meet the unique needs and objectives of each client, ensuring personalized attention and exceptional service. Whether clients seek wealth preservation, capital growth, or income generation, the experienced professionals at Malaga Cove Capital work diligently to exceed expectations. The firm offers various fee structures depending on the service provided. For portfolio management services, the firm charges a percentage of assets under management (AUM) as a management fee. This fee is charged on a monthly or quarterly basis and is usually calculated as a percentage of the total net asset value of the portfolio. Other fee structures available include hourly billing and fixed retainers, depending on the specific needs and circumstances of the client. Malaga Cove Capital is committed to transparency and strives to provide its clients with clear and concise information about all fees and expenses associated with its services.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Malaga Cove Capital, LLC does not mention an investment minimum.

How This Office Can Help Palos Verdes Estates, CA Residents

Malaga Cove Capital LLC is a trusted financial planning and wealth management firm that provides comprehensive solutions to clients in Palos Verdes Estates, CA. Their team comprises of experienced financial advisors who leverage their expertise and knowledge to enhance the financial health and well-being of clients. They take a personalized approach to each client's financial situation and construct tailor-made plans to achieve their goals. Living in Palos Verdes Estates, CA comes with some specific financial situations that the team at Malaga Cove Capital LLC can help with. The area boasts of luxury properties and high-income earners, and thus, many individuals require effective estate planning and asset protection strategies. Moreover, the team can also help with investment management, retirement planning, tax planning, and education funding, among others, considering that the cost of living is relatively high in Palos Verdes Estates. They provide customized solutions that cater to individual unique financial needs to ensure clients realize long-term success.

To view the Minimum Investment and Fee Schedule for Malaga Cove Capital, LLC, visit their Part 2 Brochure.

Services Offered by Malaga Cove Capital, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Malaga Cove Capital, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 425 Vía Corta # 204, Palos Verdes Estates, CA 90274, USA
Phone (310) 421-2141
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Malaga Cove Capital, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Oregon
  • Tennessee
  • Texas
  • Washington

Disciplinary History

Malaga Cove Capital, LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023


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