Tami Mcdonald is a CFP-designated registered investment advisor at Meld Financial, INC., based in Columbus, GA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,130 clients with $780M 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 | 1.50% |
Annual portfolio management fee varies up to 1.50% depending on asset value, complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
800 Brookstone Centre Parkway, Columbus, GA, 31904
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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.
Exams
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