Richard Mellor is a registered investment advisor at Mellor & Associates LLC, based in Bellevue, WA, with 13 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 63 clients with $22M 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 $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees above $5,000,000 are negotiable. The Advisor reserves the right to discount and waive fees on a case-by-case basis based on account complexity, family relationships, personal requests, and client situations.
Fee Estimator
Location
14205 SE 36th St, Suite 100, Bellevue, WA, 98006
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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 →Employment History
Current Registrations
Mellor & Associates LLC
State Registrations2 states
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