Melinda Weiss is a registered investment advisor at Lfn Advisors INC., based in Muskegon, MI. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 179 clients with $24M 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.15% |
| $3M+ | 0.90% |
Fees shown represent the highest tier schedule for Strategic & Tactical portfolios managed through Gradient Investments. Other portfolio strategies (Allocation, Preservation, Legacy Tax Advantage, and non-Gradient portfolios) have different fee schedules ranging from 0.80% to 1.50%. Fees are negotiable and billed quarterly in arrears.
Fee Estimator
Location
700 Terrace Point Dr., Suite 325, Muskegon, MI, 49440
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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
Lfn Advisors INC.
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.
Exams
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