Rebecca Benanzer is a registered investment advisor at Melia Wealth LLC, based in Tulsa, OK, with 8 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,351 clients with $510M 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 | 1.00% |
Fee Estimator
Location
5424 S. Memorial Drive, Building E, Tulsa, OK, 74145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca works as an office manager and handles client relations at Melia Advisory Group. This activity takes about half of Rebecca's time.
Employment History
Current Registrations
Melia Wealth LLC
State Registrations1 state
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