Joshua Melda
Joshua Melda is a CFP-designated registered investment advisor at Cleveland Retirement Planning LLC, based in Westlake, OH, with 25 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 58 clients with $39M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
CRP reserves the right to discount fees. Any fee discounts will be noted and/or included in the fee schedule of the Investment Advisory Agreement.
Fee Estimator
Location
1991 Crocker Road,, Suite 600, Westlake, OH, 44145
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 ActivitiesSells Insurance
Joshua owns Melda Wealth Advisors, LLC, an entity used to pay business expenses, dedicating minimal time. He also sells and services fixed insurance products and teaches sales, leadership, and management classes, dedicating a few hours per week to each.
Employment History
Current Registrations
Cleveland Retirement Planning LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.
Natcity Investments, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.