Melinda Gaertner
Melinda Gaertner is a registered investment advisor at Commonwealth Financial Network, based in Byram Township, NJ, with 19 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
276 US Highway 206, Suite A, Byram Township, NJ, 07821
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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
Melinda is involved in several outside business activities. She is involved with The Essential Goat LLC and The Goat's Haul, taking about 10-20% of her time for each. She is also an employee of Precision Brokerage LLC, working full-time, and president of the Blairstown Enhancement Committee, dedicating a few hours per week.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Leigh Baldwin & CO., LLC
Leigh Baldwin & CO., LLCBroker
Ibex Wealth Advisors, LLC
LPL Financial LLCBroker
Precision Financial Services
Leigh Baldwin & CO., LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
1st Global Capital CORP.Broker
1st Global Advisors INC
LPL Financial Corporation
LPL Financial CorporationBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher 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.