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Melody Correll

33 Years of Experience
Hickory Hills, IL
Broker

Melody Correll is a registered investment advisor at Correll CO. Investment Services CORP., based in Hickory Hills, IL, with 33 years of industry experience. Melody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 71 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
71 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$233.3M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.25%
$1M+0.13%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9655 South 78th Avenue, Hickory Hills, IL, 60457-2211

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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
Correll CO. Investment Services CORP.
November 2019 - Present · 6 yrs 6 mos
Correll CO. Investment Services CORP.Broker
December 2000 - Present · 25 yrs 5 mos
Previous Registrations
Aetna Investment Services, INC.Broker
October 1993 - November 2000 · 7 yrs 1 mo
Aetna Capital Management, INC.Broker
October 1992 - October 1993 · 1 yr
Aetna Life Insurance and Annuity CompanyBroker
August 1992 - October 1993 · 1 yr 2 mos
State Registrations6 states
ARCAFLILMNTX
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.