Charles Melka
Charles Melka is a CFP-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Glen Ellyn, IL, with 34 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,640 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable depending on the scope and complexity of the engagement.
Fee Estimator
Location
460 N. Main St., Suite 206, Glen Ellyn, IL, 60137
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2015Customer Dispute
May 2008Other Business ActivitiesSells Insurance
Charles services non-variable insurance trails, spending minimal time on this activity. He also operates under CPM Financial Services, Inc. as a DBA for his LPL business, dedicating full-time hours, and provides investment advisory services through Sequoia Wealth Management, LLC, spending a few hours per week.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations17 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.
Exams
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