AM
AM

Altin Meleqi

10 Years of Experience
Naples, FL

Altin Meleqi is a registered investment advisor at Financial Freedom Capital Management, based in Naples, FL, with 10 years of industry experience. Altin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 274 clients with $70M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
274 clients
Average Client Portfolio
$257K average
Assets Under Management
$70.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on client's needs.

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

Location

Naples, FL

Get directions

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.

Learn about disclosures →
Other Business Activities

Altin is a real estate agent with The Real Estate Connection, dedicating a few hours per week, mostly on weekends or after market hours. This activity is not investment-related.

Employment History
Current Registrations
Financial Freedom Capital Management
June 2015 - Present · 10 yrs 11 mos
State Registrations6 states
AZCAFLNYTNTX
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.
Altin Meleqi - Financial Advisor | TrueAdvisor