Melvin Brazie is a registered investment advisor at Tudor Financial, INC., based in Dayton, OH, with 52 years of industry experience. Melvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 435 clients with $260M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Legacy Individual Stock Strategies have separate lower rates: 0.75% for $500K-$5M and 0.60% for over $5M. Family account values may be aggregated. Fees are typically not reduced but may be negotiated in unusual circumstances.
Fee Estimator
Location
8111 Timberlodge Trail, Dayton, OH, 45458-2103
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melvin owns B&B Tax & Bookkeeping Service, Inc. since 1993, spending nearly full-time on bookkeeping and tax preparation. Melvin also works as an insurance agent/contractor since 1970, dedicating a few hours per week to selling LTC, SPDA, SPIA, and other insurance products.
Employment History
Current Registrations
Tudor Financial, INC.
Previous Registrations
Westminster Financial Securities, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Whitehall Financial Services, INC.
Great American Advisors, INC.Broker
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
Amev Investors, INC.Broker
Westminster Financial Securities, INC.Broker
Fsc Securities CorporationBroker
Lutheran Brotherhood Securities CORP.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.
Exams
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