Melissa Hassler is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Boise, ID, with 5 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1405 W. Main Street, Boise, ID, 83702
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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 Activities
Melissa is self-employed, providing marketing services such as writing, editing, and creating graphics for entities outside of financial services since December 2022. This takes a few hours per week.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Petso Financial Consultants LLC
Securities America, INC.Broker
Arbor Point Advisors
Kms Financial Services, INC.Broker
Kms Financial Services, INC
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.