Melissa Murphy Pavone

CFP

18 Years of Experience

1 Disclosure

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningSpecial Needs PlanningBusiness Owners

Forefront

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

572 clients

Average Client Portfolio

$419K average

Assets Under Management

$239.8M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

3 Woodland Avenue, Westhampton Beach, NY, 11978

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2019

Denied

View Full SEC Report How to Read Disclosures

Other 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.