Melissa Grass
Melissa Grass is a registered investment advisor at Freedom Financial Advisors, LLC, based in South Charleston, WV, with 3 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Freedom Financial Advisors manages your money, the annual fee ranges from 0.50% to 3.00% of your account value, depending on the size and complexity. This fee is negotiable and paid quarterly.
Location
1211 Jefferson Rd., South Charleston, WV, 25309
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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 is the CEO and IAR of Freedom Financial Advisors, providing investment advice, dedicating about 10-20% of her time. She is also the CEO of Freedom Financial Insurance Group, providing insurance and savings information, dedicating about a quarter of her time, and the CEO of Freedom Federal Educators, providing federal benefits education services, dedicating about 10-20% of her time.
Employment History
Current Registrations
Freedom Financial Advisors, LLC
Previous Registrations
Patriot Financial Consulting
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.