Paul Melnick
Paul Melnick is a registered investment advisor at Juno Financial Group LLC, based in Richmond, VA, with 32 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 321 clients with $540M 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 $100K | 1.50% |
| $100K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.15% |
Clients with assets at or above $10 million may negotiate a fixed fee.
Fee Estimator
Location
1802 Bayberry Court, Suite 203, Richmond, VA, 23226
Get directionsHistory
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 ActivitiesSells Insurance
Paul provides investment advisory services through Kestra Advisory Services, LLC. He is also a partner at Juno Financial Group, where he handles day-to-day operations, wealth management, qualified retirement plan management, consulting, and insurance activities, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Juno Financial Group LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 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.