Melissa Corso
Melissa Corso is a registered investment advisor at Jms Capital Group Wealth Services, LLC, based in Sewickley, PA, with 24 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 415 clients with $160M 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 - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.65% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Location
417 Thorn Street, Suite 300, Sewickley, PA, 15143
Get directionsHistory
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
Melissa is an independent insurance agent.
Employment History
Current Registrations
Jms Capital Group Wealth Services, LLC
Previous Registrations
Pwa Wealth Management
Pwa Securities, INC.Broker
Bpu Investment Management INC.Broker
Hefren-Tillotson, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
NFP Securities, INC.Broker
NFP Securities, INC.Broker
Vestax Securities CorporationBroker
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.