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Melissa Summitt

21 Years of Experience
Addison, TX

Melissa Summitt is a registered investment advisor at Golconda Capital Management, LLC, based in Addison, TX, with 21 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 5 clients with $2.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.5M

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$50 - $150/hr
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Location

Addison, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Golconda Capital Management, LLC
January 2005 - Present · 21 yrs 4 mos
State Registrations1 state
TX
Advisor

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.