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Melissa Glennie

Capital Management Associates INC
32 Years of Experience
Minneapolis, MN
Broker
View SEC Summary
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Melissa Glennie is a registered investment advisor at Capital Management Associates INC, based in Minneapolis, MN, with 32 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 932 clients with $1.9B in assets under management.

Capital Management Associates INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
932 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees generally range from 0.10% to 2.00% of assets under management, and/or a fixed fee ranging from $250 to $10,000. Fees are negotiable based on client complexity and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Capital Management Associates INC
January 2014 - Present · 12 yrs 9 mos
Capital Management Securities, INC.
April 1998 - Present · 28 yrs 6 mos
Capital Management Securities, INC.Broker
April 1998 - Present · 28 yrs 6 mos
Previous Registrations
Whittlinger Investment CorporationBroker
May 1997 - April 1998 · 11 mos
Capital Management Securities, INC.Broker
September 1995 - May 1997 · 1 yr 8 mos
Financial Network Investment CorporationBroker
February 1995 - July 1995 · 5 mos
R.J. Steichen & CompanyBroker
April 1994 - January 1995 · 9 mos
Painewebber IncorporatedBroker
November 1993 - April 1994 · 5 mos
State Registrations17 states
AZCACOFLGAINMAMDMIMNNYOHPATXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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