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Melanie Magners

22 Years of Experience
Jacksonville, FL

Melanie Magners is a registered investment advisor at St. Johns Investment Management Company, LLC, based in Jacksonville, FL, with 22 years of industry experience. Melanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 239 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
239 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$374.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.70%
$5M+0.50%

Fees are negotiable based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7915 Baymeadows Way, Suite 230, Jacksonville, FL, 32256

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
St. Johns Investment Management Company, LLC
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Bbva Wealth Solutions INC.
October 2010 - December 2013 · 3 yrs 2 mos
St Johns Wealth Management
January 2006 - October 2010 · 4 yrs 9 mos
Charles Schwab & CO., INC.
September 2000 - July 2002 · 1 yr 10 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.