MJ
MJ

Melanie Jacyszyn

26 Years of Experience
Malvern, PA
Broker

Melanie Jacyszyn is a registered investment advisor at Vanguard Advisers, INC., based in Malvern, PA, with 26 years of industry experience. Melanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2210 advisors
IM Fee
Planning only
Assets Under Management
$300.4B

Fee Structure

Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:

  • New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
  • Legacy Model:
    • $250 for participants with $50,000 to $500,000 in total Vanguard assets.
    • $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
One-Time Plan:$250 - $1,000
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Location

100 Vanguard Boulevard, Malvern, PA, 19355

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Melanie is an employee of The Vanguard Group, Inc. She also owns The Fuchsia Butterfly, a non-investment related business, and acts as an agent for her child, both requiring minimal time commitment.

Employment History
Current Registrations
Vanguard Advisers, INC.
March 2014 - Present · 12 yrs 6 mos
Vanguard Marketing Corporation
March 2014 - Present · 12 yrs 6 mos
Vanguard Marketing CorporationBroker
March 2014 - Present · 12 yrs 6 mos
Previous Registrations
Tiaa-Cref Advice and Planning Services
May 2007 - June 2013 · 6 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2007 - June 2013 · 6 yrs 1 mo
Vanguard Advisers INC
September 2000 - May 2007 · 6 yrs 8 mos
Vanguard Marketing CorporationBroker
July 1998 - May 2007 · 8 yrs 10 mos
State Registrations2 states
PATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Melanie Jacyszyn - Financial Advisor | TrueAdvisor