Melissa Mcdonald
Melissa Mcdonald is a registered investment advisor at Truist Advisory Services, INC., based in Palm Beach, FL, 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 Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
125 Worth Ave, Ste 200, Palm Beach, FL, 33480
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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.
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Melissa owns an investment property in New Jersey and a secondary residence in Florida that is sometimes rented out. She also serves as a board member for two homeowner's associations, dedicating minimal time to these activities.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Valley Forge Asset Management, LLC
Valley Forge Asset Management, LLCBroker
Primevest Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations47 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.