Melissa Gray is a registered investment advisor at Merkle Retirement Planning, based in Grimes, IA, with 23 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 864 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merkle Retirement Planning's fees for investment management are based on a percentage of the value of your portfolio. The exact fee is negotiable and can be up to 2.00% annually. The fee includes a portion for AE Wealth Management and the model portfolio manager, if applicable. Fees are deducted from your account monthly. This is a wrap fee program, so you generally won't pay separate commissions or custodial fees. However, you may incur charges from mutual funds or ETFs within your portfolio.
Location
1860 SE Princeton Dr, Grimes, IA, 50111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Merkle Retirement Planning
Previous Registrations
Brokers International Financial Services, LLC.Broker
Voya Financial Advisors, INC.Broker
Princor Financial Services CorporationBroker
State Registrations1 state
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.