Michael Mella
Michael Mella is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Savannah, GA, with 41 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Savannah, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1995Other Business Activities
Michael is the owner of Mella Wealth Management since 2010 and an advisory representative of a RIA at CIRA since 2022. These activities are investment-related and take about half of Michael's time each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Minotaur Securities CorporationBroker
Independent Financial Securities, INC.Broker
American Express Financial Advisors INC.Broker
Turcan Financial Group, INC.Broker
Ids Securities CORP.Broker
Ids Financial Services INC.Broker
Ids Marketing CorporationBroker
State Registrations6 states
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.