Melinda Mccubbin is a CFP, ChFC-designated registered investment advisor at Truman Wealth Advisors, based in Columbia, MO, with 7 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Gen X, and 5 more. Their firm serves 87 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truman Wealth Advisors charges an annual fee based on the value of your portfolio. The maximum annual advisory fee is 2.0%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived or adjusted for any client. The investment advisory fees will be deducted from your account by the custodian.
Location
411 N. College Avenue, Suite 201, Columbia, MO, 65201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Truman Wealth Advisors
Previous Registrations
Equita Financial Network, INC.
Truman Wealth Advisors
State Registrations2 states
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