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Melinda Ross
25 Years of Experience
Granite City, IL
1 DisclosureBroker
Melinda Ross is a registered investment advisor at Wells Fargo Advisors, based in Granite City, IL, with 25 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
Granite City, IL
Get directionsHistory
Regulatory History (1)
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Financial
January 2020Final
Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 6 mos
Wells Fargo Clearing Services, LLC
December 2022 - Present · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2022 - August 2022 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2014 - November 2021 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2014 - November 2021 · 7 yrs 10 mos
Wells Fargo Advisors, LLC
March 2012 - December 2013 · 1 yr 9 mos
Wells Fargo Advisors, LLCBroker
March 2012 - December 2013 · 1 yr 9 mos
Citigroup Global Markets INC.
November 2007 - March 2012 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
April 2002 - March 2012 · 9 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
December 1998 - August 2001 · 2 yrs 8 mos
State Registrations1 state
MO
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.