MC
MC

Melissa Cross

23 Years of Experience
Boston, MA
Broker

Melissa Cross is a registered investment advisor at Allspring Funds Management, LLC, based in Boston, MA, with 23 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
86 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.

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Location

101 Seaport Blvd, 11th Floor, Boston, MA, 02210

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Melissa is a parent volunteer coordinator and board member for Westfield Youth Football since 2022. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Allspring Funds Management, LLC
February 2019 - Present · 7 yrs 3 mos
Allspring Funds Distributor, LLC
February 2019 - Present · 7 yrs 3 mos
Allspring Funds Distributor, LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Newfound Research LLC
November 2016 - April 2018 · 1 yr 5 mos
Northern Lights Distributors, LLCBroker
January 2016 - April 2018 · 2 yrs 3 mos
Babson Capital Securities LLCBroker
March 2007 - May 2015 · 8 yrs 2 mos
MML Investors Services, INC.Broker
September 2000 - February 2007 · 6 yrs 5 mos
State Registrations1 state
MA
AdvisorBrokerBoth

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
No exam information available for this advisor.