Melissa Gerckens
Melissa Gerckens is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Summitt, NJ, with 12 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, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
47 Maple Street, Suite 306, Summitt, NJ, 07901
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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 ActivitiesSells Insurance
Melissa is a licensed insurance agent with Beacon Pointe Insurance Services, LLC since 2019, selling life and/or accident/health insurance. This activity requires minimal time.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
Heller Wealth Advisors, LLC.
Regentatlantic
AXA Advisors, LLC
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
More Advisors
- Donald Hertling, CFPBeacon Pointe Advisors, LLC
- Jordan Heller, CFA, CFPBeacon Pointe Advisors, LLC
- Michael Whittemore, CFA, CFPBeacon Pointe Advisors, LLC