Melissa Mendez is a registered investment advisor at Newedge Advisors, based in Fort Collins, CO, with 8 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
Fort Collins, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is involved with multiple investment-related businesses, including Goss Wealth Management, GWM Advisors, GWM Advisors, LLC (DBA Goss Advisors), and NewEdge Advisors, LLC. She dedicates full-time hours to GWM Advisors, LLC and NewEdge Advisors, LLC, providing administrative support to the latter.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
LPL Financial LLCBroker
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Texas Legacy Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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