MB
CFP
MB
CFP

Melanie Brophy

12 Years of Experience
Ashburn, VA

Melanie Brophy is a CFP-designated registered investment advisor at Next Play Financial, based in Ashburn, VA, with 12 years of industry experience. Melanie 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, High Net Worth, and 4 more. Their firm serves 19 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$700K average
Assets Under Management
$13.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.85%
$1.0M - $1.5M0.70%
$1.5M - $2.0M0.50%
$2M+0.25%

When an Outside Manager is used, the above fee schedule includes the Outside Manager’s fee. At no point will the combined fee charged to the client exceed 2% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Ashburn, VA

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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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Employment History
Current Registrations
Next Play Financial
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.
January 2014 - June 2018 · 4 yrs 5 mos
Ameriprise Financial Services, INC.Broker
December 2013 - June 2018 · 4 yrs 6 mos
State Registrations1 state
VA
Advisor

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.