Kimberly Melo is a registered investment advisor at Terrafirma Wealth Partners, based in Walnut Creek, CA, with 13 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 90 clients with $110M 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 $500K | 1.50% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
1255 Treat Boulevard, Suite 300, Walnut Creek, CA, 94597
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 →Employment History
Current Registrations
Terrafirma Wealth Partners
Previous Registrations
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Citigroup Global Markets INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
William Blair & Company L.L.C.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
TD Waterhouse Investor 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.