Melvin Fisher
Melvin Fisher is a registered investment advisor at J.P. Morgan Securities LLC, based in San Francisco, CA, with 32 years of industry experience. Melvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B 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 $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
560 Mission St, Floor 22, San Francisco, CA, 94105
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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 →Other Business Activities
Melvin is a board member of Shepherd by The Sea Episcopal-Lutheran Mission, starting in February 2023. He serves on the Mission Committee, handling administrative duties and dedicating minimal time to this role.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Thomas Weisel Partners LLCBroker
Thomas Weisel Partners LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Emmett a Larkin Company, INC.Broker
E*trade Securities, INC.Broker
A. M. Howells & Company, INC.Broker
State Registrations53 states
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