MC
CFP
MC
CFP

Melody Chaney

25 Years of Experience
Munfordville, KY
Broker

Melody Chaney is a CFP-designated registered investment advisor at Edward Jones, based in Munfordville, KY, with 25 years of industry experience. Melody is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 Main Street, Munfordville, KY, 42765

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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

Melody is the chairperson for Munfordville Tourism, allocating revenue to community projects. She is also a trustee for the Baptist Seminary of Kentucky, and owns and manages a farm and rental house, taking about a quarter of her time for general management and labor, and additional time to maintain the farm.

Employment History
Current Registrations
Edward Jones
January 2007 - Present · 19 yrs 9 mos
Edward JonesBroker
August 2001 - Present · 25 yrs 2 mos
State Registrations19 states
ALCAFLGAILINKYMAMEMONCNYOHORSDTNTXVAWA
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.
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