MI
MI
Melissa Imhaus
20 Years of Experience
Windsor, CA
1 Disclosure
Melissa Imhaus is a registered investment advisor at Imhaus Investment Advisors, based in Windsor, CA, with 20 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients with $24M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
37 clients
Average Client Portfolio
$647K average
Assets Under Management
$23.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Windsor, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2005Denied
Employment History
Current Registrations
Imhaus Investment Advisors
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2005 - January 2008 · 2 yrs 6 mos
State Registrations2 states
CATX
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.