Melyssa Cantu-Matkovich
Melyssa Cantu-Matkovich is a registered investment advisor at Charles Schwab & CO., INC., based in Mansfield, TX, with 23 years of industry experience. Melyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
Mansfield, TX
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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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
Schulz Wealth, LTD.
Waddell & Reed
Waddell & ReedBroker
Sws Financial ServicesBroker
Sws Financial Services
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Northern Trust Securities, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Banc One Capital Markets, INC.Broker
State Registrations51 states
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