Melinda Mcree is a registered investment advisor at Firethorn Wealth Partners, LLC, based in Augusta, GA, with 28 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 658 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Firethorn Wealth Partners offers wealth management services for an annual fee based on the amount of your portfolio. This fee generally ranges from 0.50% to 1.25%. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month.
Location
2550 Central Avenue, Augusta, GA, 30904
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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.
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Melinda is the Chief Compliance Officer and Director of Operations at Firethorn Wealth Partners, a Registered Investment Advisor. This role takes up nearly all of her time.
Employment History
Current Registrations
Firethorn Wealth Partners, LLC
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Wealthplan Partners
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations1 state
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