Melissa Bower
Melissa Bower is a registered investment advisor at LPL Financial LLC, based in New Hartford, NY, with 27 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4451 Commercial Drive, New Hartford, NY, 13413
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Melissa sells life insurance products with various companies through FIS Marketing Group, dedicating about 10% of her time to this. She is also a financial representative partnering with First Source Federal Credit Union and co-owns a rental property.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Linsco/private Ledger CORP.Broker
Quick & Reilly, INC.Broker
Fleet Enterprises, INC.Broker
Fis Securities, INC.Broker
State Registrations11 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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