Melissa Matson
Melissa Matson is a registered investment advisor at Melissa Matson LLC, based in Henderson, NV, with 28 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 118 clients with $15M 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 | 1.50% |
Fees are somewhat negotiable. Melissa Matson LLC may direct clients to Orion Portfolio Solutions (OPS) or AE Wealth Management (AEWM) where total fees could be up to 2.75%.
Fee Estimator
Location
2520 St. Rose Parkway, Ste. 313, Henderson, NV, 89074
Get directionsHistory
Regulatory History (1)
Regulatory
September 2004Other Business ActivitiesSells Insurance
Melissa operates as a licensed financial consultant and licensed insurance agent under the DBA MRS Wealth Advisors. She dedicates all of her time to this activity.
Employment History
Current Registrations
Melissa Matson LLC
Previous Registrations
Melissa Matson LLC
Kovack Advisors, INC.
Kovack Securities INC.Broker
Usallianz Securities, INC.Broker
Sunamerica Securities, 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.