Branden Carney
Branden Carney is a CFP-designated registered investment advisor at Melone Private Wealth, LLC, based in Auburn Hills, MI, with 7 years of industry experience. Branden 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, Investment Management, Retirement Planning. Their firm serves 165 clients with $310M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.30% |
Fees may be negotiable. The total blended fee, including MPW's fee and the Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Location
3121 University Drive, Suite 180, Auburn Hills, MI, 48326
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
Branden is involved in insurance sales at the same address as his advisory business. This activity takes about 10% of his time.
Employment History
Current Registrations
Melone Private Wealth, LLC
Previous Registrations
Portfolio Solutions LLC
Plante Moran Financial Advisors
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.