Melanie Schelling
Melanie Schelling is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Decatur, IL, with 18 years of industry experience. Melanie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
3350 North Water Street, Suite B, Decatur, IL, 62526-2353
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
Melanie is an officer of the North Water Street Condominium Association and owns Melanie Schelling's Insurance Agency, where she services customers and supervises employees. She also co-owns 3am LLC with her husband, which owns rental property, and is involved with Upward Sports and She Gave Women's Giving Circle.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations3 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.
Exams
More Advisors
- Alan Schelling, ChFCState Farm Investment Management CORP.
- Jamie Brunner, CFPBenjamin F. Edwards & Company, Incorporated
- Vickie Miller, CFPStifel, Nicolaus & Company, Incorporated
- Kevin Taylor, CFPIpi Wealth Management, INC.
- Allen Closser, CFPIpi Wealth Management, INC.
- Timothy Sadler, CFPEdward Jones