Melinda Corporon is a registered investment advisor at Bcwm, based in Overland Park, KS, with 31 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 364 clients with $600M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
364 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$599.8M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
14221 Metcalf Ave, Suite 201, Overland Park, KS, 66223
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Bcwm
September 2007 - Present · 18 yrs 8 mos
Previous Registrations
H&r Block Financial Advisors, INC.
August 2003 - September 2007 · 4 yrs 1 mo
UBS Painewebber INC.
November 1994 - June 2003 · 8 yrs 7 mos
State Registrations1 state
KS
Advisor
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.