Melissa Biggham
Melissa Biggham is a registered investment advisor at Lasting Legacy Wealth Management, LLC, based in Alexandria, VA, with 7 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 107 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lasting Legacy uses third-party investment advisors to manage your portfolio. The annual management fee ranges from 1.00% to 2.00% of your portfolio's value. This fee includes the third-party advisor's fees, with a maximum of 1.00% for the third-party advisor. The total combined fees will not exceed 3.00%. The fee is negotiable based on the size of the account, and you may aggregate accounts to receive a lower fee. The fee is either billed monthly in arrears based on the average daily balance or quarterly in advance based on the market value.
Location
228 South Washington St, Unit B10, Alexandria, VA, 22314
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Regulatory History (1)
Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Melissa is an independent insurance agent for various companies through Carries Bigham LLC, which takes about 10-20% of her time. She also provides retirement benefit education and owns two rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Lasting Legacy Wealth Management, LLC
Previous Registrations
Chesapeake Financial Planning
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
H. Beck, INC.Broker
H. Beck, INC.
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations9 states
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.