Melissa Ocean is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Las Vegas, NV, with 33 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 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1140 N. Town Center Drive, Ste 270, Las Vegas, NV, 89144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is the Managing Principal of Abundant Wealth Strategies, a Registered Investment Advisor, and a Registered Representative with Independent Financial Group. She also serves as CEO of Attanasio Divorce Strategies Group and Ocean Divorce Strategies Group, and owns Grace Gives LLC, a startup shoe company, dedicating about a quarter of her time to each of these activities and minimal time to the shoe company.
Employment History
Current Registrations
Private Client Services, LLCBroker
Abundant Wealth Strategies
Previous Registrations
Independent Financial Group, LLCBroker
Laurel Wealth Advisors, INC.
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations7 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.