Melissa Crockett
Melissa Crockett is a registered investment advisor at Is Capital Management, based in Dallas, TX, with 30 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 18 clients with $2.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable up to 1%.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2017Judgment / Lien
March 2015Other Business ActivitiesSells Insurance
Melissa is the President of The Independent Security Company, Inc., a fixed insurance agency, where she sells fixed annuities, life, accident, and health insurance policies. She also advises on opening and rolling over single owner 401k plans and incorporates small businesses, dedicating about a quarter of her time to these activities.
Employment History
Current Registrations
Is Capital Management
Previous Registrations
Trustmont Financial Group, INC.Broker
Trustmont Advisory Group, INC.
Kovack Advisors, INC.
Kovack Securities INC.Broker
Broker Dealer Financial Services CORP.Broker
Triad Advisors, INC.Broker
Triad Advisors, INC.
Triad Advisors, INC.Broker
Centennial Capital Management, INC.Broker
Aragon Financial Services, INC.Broker
State Registrations1 state
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.