Alan Melanson
Alan Melanson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in South Yarmouth, MA, with 27 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
16 Forsythe Ave, South Yarmouth, MA, 02664
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
Alan sells non-variable insurance products and owns rental property in Quincy, MA. He also serves as treasurer for Pilgrim Masonic Lodge and operates Cape Cod Wealth Strategies as a DBA for insurance sales, dedicating a few hours per week to each rental property and insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Financial Services, INC.Broker
American Portfolios Advisors, INC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Sun Life Financial Distributors, INC.Broker
Mfs Fund Distributors, INC.Broker
Sun Life of Canada (U.S.) Distributors, INC.Broker
State Registrations4 states
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
More Advisors
- Dustin Aiguier, CFP, ChFCOsaic Wealth, INC.