TrueAdvisor
TrueAdvisor
MB
MB

Melissa Biggham

Lasting Legacy Wealth Management, LLC
8 Years of Experience
Alexandria, VA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Melissa Biggham is a registered investment advisor at Lasting Legacy Wealth Management, LLC, based in Alexandria, VA, with 8 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 113 clients with $59M in assets under management.

Lasting Legacy Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
113 clients
Average Client Portfolio
$525K average
Assets Under Management
$59.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Total annual management fee ranges between 1.00% and 2.00% and is negotiable based on account size. Fees include third-party adviser fees of up to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

228 South Washington St, Unit B10, Alexandria, VA, 22314

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
September 2023
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Chesapeake Financial Planning
September 2019 - October 2023 · 4 yrs 1 mo
Cambridge Investment Research Advisors, INC.
January 2019 - March 2021 · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
January 2019 - October 2023 · 4 yrs 9 mos
H. Beck, INC.Broker
June 2018 - December 2018 · 6 mos
H. Beck, INC.
June 2018 - December 2018 · 6 mos
Planmember Securities Corporation
May 2018 - June 2018 · 1 mo
Planmember Securities CorporationBroker
May 2018 - June 2018 · 1 mo
State Registrations9 states
CAFLINLAMDNJPATXVA
Advisor

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.
More Advisors
More financial advisors in Alexandria, VA →All financial advisors in Virginia →