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CFP

Melissa Martin

Bartlett & CO. Wealth Management LLC
16 Years of Experience
Chicago, IL
View SEC Summary
View SEC Summary

Melissa Martin is a CFP-designated registered investment advisor at Bartlett & CO. Wealth Management LLC, based in Chicago, IL, with 16 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,263 clients with $10B in assets under management.

Bartlett & CO. Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,263 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$10.3B

Fee Structure

Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $7.0M0.75%
$7M+0.50%

Other programs: Institutional Fixed Income accounts charged at 0.50% on the first $10M and 0.30% over $10M. Fees are negotiable.

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

Location

150 S. Wacker Drive, Suite 3050, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Melissa is a board member for Tuesday's Child, a non-profit organization, since 2019. She dedicates a few hours per week to strategic and budget planning, fundraising, and volunteer work.

Employment History
Current Registrations
Bartlett & CO. Wealth Management LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Kovitz Investment Group Partners, LLC
January 2016 - October 2019 · 3 yrs 9 mos
Kovitz Securities, LLCBroker
December 2015 - October 2019 · 3 yrs 10 mos
Rmb Capital Management
September 2012 - August 2015 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2011 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2011 · 2 yrs
Banc of America Investment Services, INC.
October 2008 - October 2009 · 1 yr
Banc of America Investment Services, INC.Broker
September 2008 - October 2009 · 1 yr 1 mo
State Registrations1 state
IL
Advisor

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Exams
No exam information available for this advisor.
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