Victor Melfa is a registered investment advisor at Factor Investing Group, based in Newport, RI, with 27 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 491 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Wealth management fees range up to 1.30% annually based on factors including portfolio complexity, financial planning inclusion, and asset level. Fees are negotiable.
Fee Estimator
Location
100 Bellevue Ave, Newport, RI, 02840
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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 Activities
Victor is a trustee for The Victor J. Melfa family Trust, a board member for The Training Associates, and an advisor for Muddhouse Media. These activities require minimal time commitment.
Employment History
Current Registrations
Factor Investing Group
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Winslow, Evans & Crocker, INC.
Winslow, Evans & Crocker, INC.Broker
New England SecuritiesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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
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