Mario Sena is a registered investment advisor at Melissa Matson LLC, based in Henderson, NV, with 3 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 118 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are somewhat negotiable. Melissa Matson LLC may direct clients to Orion Portfolio Solutions (OPS) or AE Wealth Management (AEWM) where total fees could be up to 2.75%.
Fee Estimator
Location
2520 St. Rose Parkway, Ste. 313, Henderson, NV, 89074
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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
Mario works as a bar sommelier/wine steward at Smith and Wollensky restaurant. This takes about 10-20% of his time and is not investment related.
Employment History
Current Registrations
Melissa Matson LLC
Previous Registrations
Foundations Investment Advisors LLC
Melissa Matson LLC
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.