Melissa Clark is a registered investment advisor at Journey Strategic Wealth LLC, based in Summit, NJ, with 15 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 928 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Journey Strategic Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.30% to 1.75%, depending on the complexity of services, the amount of assets managed, and the overall relationship. The fee is paid quarterly, in advance.
Location
47 Maple Street, Suite 104, Summit, 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.
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Melissa is the Director of Financial Planning at Journey Strategic Wealth, an RIA, dedicating nearly full-time hours to running financial plans for clients. She also serves as a Notary Public, notarizing documents for clients free of charge, which takes minimal time.
Employment History
Current Registrations
Journey Strategic Wealth LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Bleakley Financial Group, LLC
LPL Financial LLCBroker
Private Advisor Group, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.