Anastasia Melbrod
Anastasia Melbrod is a CFP-designated registered investment advisor at M Wealth Management, LLC, based in San Diego, CA, with 19 years of industry experience. Anastasia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 358 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Wealth Management's fee for managing your investments will not exceed $50,000 or 2.00% annually. The specific fee will be outlined in your advisory agreement. Fees are either a flat monthly or quarterly amount, or a percentage of your account value, billed quarterly in advance. All fees are negotiable.
Location
13520 Evening Creek Dr. North, Suite 130, San Diego, CA, 92128
Get directionsHistory
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
Anastasia works for Melbrod Financial Services, an investment-related firm, as a sales agent and tax advisor, focusing on fixed insurance sales and tax preparation. This takes nearly a full-time commitment.
Employment History
Current Registrations
M Wealth Management, LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations3 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.