Melissa Eugenio is a registered investment advisor at Alexander Beard (USA) INC., based in San Mateo, CA, with 25 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $40M 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 | 1.00% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Location
1670 S. Amphlett Blvd., Suite 214-49, San Mateo, CA, 94402
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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
Melissa is a self-employed yoga instructor at Being Yoga since 2003, teaching one class per week. This requires a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
Alexander Beard (USA) INC.
Previous Registrations
Alexander Beard (USA), LLC
Abd Retirement Services, INC.
Abd Retirement Services, INC.Broker
Financial Telesis, INC.
Financial Telesis INCBroker
Wells Fargo Insurance Services Investment Advisors, INC.
Wells Fargo Insurance Services Investment Advisors, INC.Broker
Wells Fargo Insurance Services Investment Advisors, INC.Broker
Financial Network Investment CorporationBroker
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.