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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 144 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annualized investment management fees generally range between 0.50% and 1.50% and are negotiable.
Fee Estimator
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
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
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