Melissa Glennie
Melissa Glennie is a registered investment advisor at Capital Management Associates INC, based in Minneapolis, MN, with 32 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 932 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Management Associates offers investment management services where fees are based on a percentage of the assets they manage, ranging from 0.1% to 2% per year, or a fixed fee ranging from $250 to $10,000. They also offer a managed account program where the fee typically ranges from 0.1% to 1% of the account value, which is in addition to the third-party asset manager's fee.
Location
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Management Associates INC
Capital Management Securities, INC.
Capital Management Securities, INC.Broker
Previous Registrations
Whittlinger Investment CorporationBroker
Capital Management Securities, INC.Broker
Financial Network Investment CorporationBroker
R.J. Steichen & CompanyBroker
Painewebber IncorporatedBroker
State Registrations17 states
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