Melvin Severance
Melvin Severance is a CFP-designated registered investment advisor at Curbstone Financial Management CORP., based in Manchester, NH, with 42 years of industry experience. Melvin 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 277 clients with $410M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Non-profit agencies may receive a 10% discount. Discounts may apply to accounts predominantly invested in ETFs and mutual funds. Family relationships are aggregated for fee calculations.
Fee Estimator
Location
741 Chestnut Street, Manchester, NH, 03104-3002
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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 →Employment History
Current Registrations
Curbstone Financial Management CORP.
Previous Registrations
Curbstone Financial Management CorporationBroker
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.
Exams
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