Chad Melcher is a registered investment advisor at Intrinsic Investors LLC, based in Wauwatosa, WI, with 17 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 156 clients with $130M 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 $100K | 2.00% |
| $100K - $250K | 1.80% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fee Estimator
Location
1200 N Mayfair Rd, Suite 330, Wauwatosa, WI, 53226
Get directionsHistory
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
Chad is a notary public at a branch location. This activity is not investment-related.
Employment History
Current Registrations
Intrinsic Investors LLC
Previous Registrations
Commonwealth Financial NetworkBroker
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.