Melissa Myers
Melissa Myers is a CFP-designated registered investment advisor at Mmg Wealth Management, based in Grand Haven, MI, with 25 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 113 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MMG Wealth Management's investment management fee is a percentage of the value of your portfolio, and it is negotiable, generally ranging from 0.50% to 1.50% per year. This fee is paid quarterly in advance. They also offer access to LPL Financial sponsored advisory programs with maximum fees ranging from 1.75% to 2.95%. Additionally, they offer American Funds advisory services with a non-negotiable fee not exceeding 1.50% annually, deducted quarterly in arrears.
Location
Grand Haven, MI
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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 →Other Business ActivitiesSells Insurance
Melissa owns Bayou Rentals, LLC, a vacation rental business, and Sunkissed and Blessed, LLC, which provides speaking, education, and coaching services. She also owns Bayou Insurance & Annuities LLC, selling life, disability, and long-term care insurance, dedicating a few hours per week to each of the insurance and coaching businesses.
Employment History
Current Registrations
Mmg Wealth Management
Previous Registrations
The Wealth Boutique
LPL Financial LLC
LPL Financial LLCBroker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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