TrueAdvisor
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ME
CFP
ME
CFP

Melissa Engbert

Commonwealth Financial Network
14 Years of Experience
Independence, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Melissa Engbert is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Independence, OH, with 14 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6133 Rockside Road, Suite 304, Independence, OH, 44131

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Melissa is a co-owner of Bridgeview Wealth Partners, LLC, which facilitates securities, advisory, and insurance business, and spends minimal time on this. She also sells fixed insurance and co-owns rental property in Lakewood, OH, spending about 10% of her time on insurance sales.

Employment History
Current Registrations
Commonwealth Financial Network
February 2019 - Present · 7 yrs 8 mos
Commonwealth Financial NetworkBroker
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Foresters Advisory Services, LLC
October 2015 - February 2019 · 3 yrs 4 mos
Foresters Financial Services, INC.Broker
December 2011 - February 2019 · 7 yrs 2 mos
State Registrations15 states
AZCACODCFLGAKSKYMINCNYOHORTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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