Melissa Estrada is a CFP-designated registered investment advisor at Fidela Wealth, based in Calabasas, CA, with 13 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, Estate Planning, Federal Employees, and 4 more. Their firm serves 64 clients with $54M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $6.0M | 0.85% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Contact
Melissa Estrada
Location
4500 Park Granada, #202, Calabasas, CA, 91302
Get directionsHistory
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 ActivitiesSells Insurance
Melissa is an independent insurance producer since 2013, dedicating minimal time to this activity. She is also a minority member of The Good Days Music Studios and an investment advisor representative for Avalan, LLC, spending a few hours per week on the latter.
Employment History
Current Registrations
Fidela Wealth
Previous Registrations
Avalan, LLC
Miracle Mile Advisors, LLC
Edward Jones
Edward JonesBroker
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.