Melissa Imbrogno is a CFP-designated registered investment advisor at Rai Wealth, based in Naperville, IL, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 414 clients with $410M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee may require a Model Administration fee of 0.10%, resulting in an initial total fee of up to 1.35%.
Fee Estimator
Location
1700 Park Street, Suite 106, Naperville, IL, 60563
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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 Activities
Melissa is a team leader and relationship manager at Brown Wealth Management LLC, doing business as RAI Wealth Management, which takes nearly full-time hours. She also volunteers with her husband to mentor a homeless family through Bridge Communities a few hours per week and is a notary public, notarizing documents for clients with minimal time commitment.
Employment History
Current Registrations
Rai Wealth
Private Client Services, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations1 state
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