Joel Mellor
Joel Mellor is a registered investment advisor at Mellor & Associates LLC, based in Bellevue, WA, with 17 years of industry experience. Joel 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 63 clients with $22M 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 $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees above $5,000,000 are negotiable. The Advisor reserves the right to discount and waive fees on a case-by-case basis based on account complexity, family relationships, personal requests, and client situations.
Fee Estimator
Location
14205 SE 36th St, Suite 100, Bellevue, WA, 98006
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joel is a registered investment advisor and provides tax preparation services since 1984. He also sells insurance products since 1983.
Employment History
Current Registrations
Mellor & Associates LLC
State Registrations1 state
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.