Melissa Bunson
Melissa Bunson is a registered investment advisor at Strategic Blueprint, LLC, based in Peachtree Corners, GA, with 12 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, Retirement Planning. Their firm serves 3,742 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
3930 East Jones Bridge Road, 175, Peachtree Corners, GA, 30092
Get directionsHistory
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
Melissa works as a Client Services Manager at Prehmus Financial Partners, dedicating full-time hours to processing paperwork, opening client accounts, and trading. She spends nearly full-time hours on securities trading.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Imperial Capital, LLCBroker
State Registrations1 state
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