Melissa Miller is a registered investment advisor at Blueprint Financial Advisors, based in Mint Hill, NC, with 9 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1,298 clients with $200M 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.
Fee Estimator
Location
Mint Hill, NC
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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 the owner of Six Strings of Wealth LLC dba Miller Wealth Partners, working as a financial advisor full-time. She is also an insurance agent with Blueprint Insurance Services, dedicating a few hours per week to selling and servicing insurance and fixed annuity products. Additionally, Melissa is the Vice Chair and Finance Committee Member of The Parkinson Association of the Carolinas, spending a few hours per week on these activities.
Employment History
Current Registrations
Blueprint Financial Advisors
Previous Registrations
Kingswood Capital Partners, LLCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, 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.