Darryl Melcher

19 Years of Experience

Somerset, MA

1 DisclosureSells Insurance

Darryl Melcher is a registered investment advisor at Wade Management LLC, based in Somerset, MA, with 19 years of industry experience. Darryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 49 clients with $18M in assets under management.

Wade Management LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

49 clients

Average Client Portfolio

$371K average

Assets Under Management

$18.2M

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $1.0M	0.84%
$1M+	0.75%

Fees are negotiable during the annual review period from January through March.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

Somerset, MA

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History

Regulatory History (1)

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Criminal

October 1981

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Darryl is the sole manager of Wade Managemnt LLC, a registered investment firm. He also receives renewal life insurance commissions from Mass Mutual Insurance Co.

Employment History

Current Registrations

Wade Management LLC

April 2011 - Present · 15 yrs 1 mo

Previous Registrations

Nutmeg Securities, LLC

January 2007 - April 2011 · 4 yrs 3 mos

State Registrations2 states

MARI

Advisor

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.

Exams

No exam information available for this advisor.

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