Jack
Malarik
Simplicity Wealth
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About this Advisor
Jack Malarik is a financial advisor based in Chardon, Ohio, working with Simplicity Wealth. Jack has previously held positions at Jack Malarik Financial Services, Inc, Smc Advisory Network, LLC, Summit Wealth Partners, Inc, Summit Wealth Partners, LLC, and Simplicity Wealth. Jack is registered to provide services in Ohio. Currently, Jack is part of Simplicity Wealth, which operates out of Chardon, Ohio. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jack Malarik Work History
Simplicity Wealth
Jack Malarik Financial Services, Inc
Summit Wealth Partners, Inc
Summit Wealth Partners, LLC
Smc Advisory Network, LLC
Disclosures
Please visit the SEC profile of Jack Malarik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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