Tami Mcdonald is a CFP-designated registered investment advisor at Meld Financial, INC., based in Birmingham, AL, with 26 years of industry experience. Tami operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,058 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Meld Financial's annual fee for managing your investments is up to 1.50% of the value of your portfolio. The exact fee depends on the amount you invest, the type of services you need, and the level of administration required. This fee is billed quarterly in advance, based on the average daily balance. The fee is negotiable.
Location
3008 Pump House Rd., Birmingham, AL, 35243
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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
Tami is a board member and scholarship committee chair for the United Way Women's Leadership counsel since 2015. This non-investment related activity involves discussing service projects and fundraising activities, dedicating minimal time.
Employment History
Current Registrations
Meld Financial, INC.
Previous Registrations
Triad Advisors LLCBroker
Synovus Securities, INC.
Synovus Securities, INC.Broker
State Registrations2 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.