Melanie Boekee is a registered investment advisor at Wtf Planning, based in Portland, OR, with 9 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, Investment Management, and 2 more. Their firm serves 28 clients with $4.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
This fee is in addition to the Outside Manager's fee of 0.25%. Fees are negotiable.
Fee Estimator
Location
Portland, OR
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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.
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Melanie provides personal assistant and pet care services as an independent contractor. These activities account for about 10% of her time.
Employment History
Current Registrations
Wtf Planning
State Registrations1 state
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