Kevan Melchiorre is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Champaign, IL, with 16 years of industry experience. Kevan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
301 N Neil Street, Suite 303, Champaign, IL, 61820
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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.
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Kevan serves on the board of directors for Crisis Nursery and the Mahomet Area Youth Club Foundation. He dedicates minimal time to the Mahomet Area Youth Club Foundation, supporting their fundraising and operational needs.
Employment History
Current Registrations
Tenet Wealth Partners, LLC
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Goldman, Sachs & CO.Broker
State Registrations2 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.