Melissa Manley
Melissa Manley is a registered investment advisor at Stillblue Financial Partners, LLC, based in Jacksonville, FL, with 14 years of industry experience. Melissa 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 203 clients with $110M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
301 W. Bay Street, Suite 14111, Jacksonville, FL, 32202
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
Melissa operates under the DBAs The Palms Financial Group and Stillblue Financial Partners. She also has a legal entity, Liberated Capital Advisors, for tax and accounting purposes only; Melissa spends about half her time on Stillblue Financial Partners.
Employment History
Current Registrations
Stillblue Financial Partners, LLC
Previous Registrations
Independent Financial Partners
Morgan Stanley Smith Barney LLC
State Registrations2 states
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