Ned Meloni is a CFP-designated registered investment advisor at Crusonia Wealth Advisors LLC, based in Denver, CO, with 18 years of industry experience. Ned operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 79 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crusonia Wealth Advisors offers wealth advisory services where the maximum annual fee charged will not exceed 2.00%. The specific fee will be outlined in your advisory agreement. Fees are negotiable and are billed quarterly in advance or in arrears based on the value of your account on the last day of the previous quarter. These fees are deducted from your account. If a third-party investment manager is used, their fees are in addition to Crusonia Wealth Advisors' fees.
Location
3773 Cherry Creek Drive N, Suite 1025, Denver, CO, 80209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ned provides financial planning and consulting services through Financial Steward Associates, an independent investment advisor firm, dedicating a few hours per week. He also operates Financial Steward Associates, LLC as a DBA for his LPL business, spending nearly full-time hours on it.
Employment History
Current Registrations
Crusonia Wealth Advisors LLC
Previous Registrations
LPL Financial LLC
Financial Steward Associates, LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Northstar Securities, LLCBroker
Park Avenue Securities LLCBroker
Quasar Distributors, LLCBroker
Umb Financial Services, INC.Broker
Transamerica Capital, INC.Broker
American Century Investment Services INC.Broker
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.