Chad Mello
Chad Mello is a CFA-designated registered investment advisor at Ccm Investment Management, LLC, based in New Bedford, MA, with 18 years of industry experience. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 106 clients with $21M 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 $50K | 1.45% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees are generally negotiable.
Fee Estimator
Location
651 Orchard St., Suite 204 A, New Bedford, MA, 02744
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 ActivitiesSells Insurance
Chad owns Integrated Insurance Services, Inc., an insurance brokerage, since 2019. The business receives trail commissions for non-variable insurance policies sold before Chad became the owner, and he spends minimal time maintaining licenses and filing taxes.
Employment History
Current Registrations
Ccm Investment Management, LLC
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
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.
Exams
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