Melissa Pavone is a CFP-designated registered investment advisor at Forefront, based in Westhampton Beach, NY, with 19 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 572 clients with $240M 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 $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
The annual fees are negotiable, prorated, and paid in advance on a monthly basis. Fees for third party asset managers are included in the above fee schedule. Total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Location
3 Woodland Avenue, Westhampton Beach, NY, 11978
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
Melissa is a member of Money Matters in Marriage, an organization that helps couples communicate about finances. She dedicates about 10-20% of her time to this activity, including time during security trading hours.
Employment History
Current Registrations
Forefront
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.