MC
MC

Melissa Cox

16 Years of Experience
Struthers, OH
Broker

Melissa Cox is a registered investment advisor at Empower Advisory Group, LLC, based in Struthers, OH, with 16 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Struthers, OH

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Melissa owns MAC Collective Holdings, LLC and MAC New Horizons, LLC, both real estate investment companies, since late 2023. She dedicates a few hours per week to buying and selling investment real estate properties for each company.

Employment History
Current Registrations
Empower Financial Services, INC.
April 2024 - Present · 2 yrs 1 mo
Empower Advisory Group, LLC
April 2024 - Present · 2 yrs 1 mo
Empower Financial Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
February 2023 - December 2023 · 10 mos
Ameriprise Financial Services, LLCBroker
February 2023 - December 2023 · 10 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2015 - January 2023 · 7 yrs 4 mos
Hbks Wealth Advisors
August 2015 - January 2023 · 7 yrs 5 mos
PNC Investments
April 2015 - August 2015 · 4 mos
PNC InvestmentsBroker
April 2015 - August 2015 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - February 2015 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2010 - February 2015 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - January 2009 · 8 mos
Butler, Wick & CO., INC.Broker
May 2007 - December 2007 · 7 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Melissa Cox - Financial Advisor | TrueAdvisor