Melvin Coleman
Melvin Coleman is a registered investment advisor at Essential Wealth Management Group, LLC, based in Austell, GA, with 19 years of industry experience. Melvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K+ | 1.00% |
This fee schedule is for general investment management services. The firm also offers an active trading program with a fee of 4% annually (1% quarterly). Fees are negotiable.
Fee Estimator
Location
Austell, GA
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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
Melvin works as a sales consultant at Carmax, selling automobiles. This non-investment related activity takes about half of his time, primarily during evenings and weekends.
Employment History
Current Registrations
Essential Wealth Management Group, LLC
Previous Registrations
Raymond James & Associates, INC.
State Registrations1 state
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