Chris Michael Malouf
Advisor at XCountry Financial — Poncha Springs, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
8 years
Location
Poncha Springs, CO
Chris Malouf is a financial advisor at XCountry Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, PFS Investments Inc., and Primerica Financial Services. XCountry Financial provides discretionary portfolio management and financial planning services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm follows a Modern Portfolio Theory framework, combining passive and active strategies and utilizing third-party model managers, with a mix of asset-based management and fixed-fee or hourly planning options.
Based on XCountry Financial
Based on XCountry Financial
Fixed fees typically ranging from $1,000 to $50,000 for comprehensive financial plans
$0 - $250,000: 1.50% $250,000.01 - $500,000: 1.25% $500,000.01 - $1,000,000: 1.00% $1,000,000.01+: Negotiable
Hourly rate up to $500 per hour for limited-scope financial planning
Account minimum: $250,000 Fee-only: Fixed fees ranging from $1,000 to $50,000 for comprehensive financial plans; hourly fees up to $500 per hour for limited-scope planning
Poncha Springs, CO
Poncha Springs CO
Advisors at this office
1
Colorado
8 years of industry experience
LPL Financial, llc
2021 - Present • 5 years
Arvada, CO
PFS Investments Inc.
2016 - 2021 • 5 years
Lakewood, CO
Primerica Financial Services
2015 - 2021 • 6 years
Lakewood, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
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Broker-dealer / trader
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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
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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