Mark Melda
Mark Melda is a registered investment advisor at American Independent Securities Group, LLC, based in Medina, OH, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,987 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AISG offers investment advisory services through various platforms, each with its own fee structure. Fees for Charles Schwab and RBC management services generally range from 0.75% to 2.5% of your portfolio annually, but are negotiable. The fee is based on factors like the amount you invest, the scope of the engagement, and the investment style. A minimum of $2,500 of assets under management is required for Charles Schwab Advisory Services and $10,000 for RBC Management Services, though this may be negotiable. Fees are typically deducted directly from your account monthly or quarterly in advance.
Location
Medina, OH
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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 Activities
Mark has 100% ownership of a rental property since 2016, generating $8,500 per year in income. He spends minimal time on this activity.
Employment History
Current Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Key Investment Services LLC
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations2 states
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.