Melissa Voord
Melissa Voord is a registered investment advisor at Allegiant Financial Advisors, LLC, based in Miami Beach, FL, 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 Business Owners, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 27 clients with $9.4M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1M+ | 1.75% |
All fees are subject to negotiation. Accounts may require a minimum advisory fee or quarterly maintenance fee as detailed in the client agreement.
Fee Estimator
Location
1000 5th Street, Suite 200, Miami Beach, FL, 33139
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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 works as a bookkeeper for the Law Offices of Aaron Resnick, P.A. This non-investment related activity takes about half of Melissa's time.
Employment History
Current Registrations
Allegiant Financial Advisors, LLC
State Registrations2 states
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
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