Melissa Thompson
Melissa Thompson is a registered investment advisor at Relation Wealth Management, INC., based in Charlotte, NC, with 11 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 126 clients with $540M 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 | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.87% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.52% |
Fees may be negotiable at the sole discretion of Relation Wealth Management.
Fee Estimator
Location
11215 North Community House Road, Suite 100, Charlotte, NC, 28277
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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 ActivitiesSells Insurance
Melissa is a licensed insurance agent with Relation Insurance, Inc. since January 2024, recommending and selling insurance products, and owns rental property since 2018, dedicating minimal time to each activity.
Employment History
Current Registrations
Relation Wealth Management, INC.
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Nationwide Securities, LLCBroker
State Registrations2 states
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.