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Melissa Starr

Corundum Group, INC.
8 Years of Experience
Colorado Springs, CO
View SEC Summary
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Melissa Starr is a registered investment advisor at Corundum Group, INC., based in Colorado Springs, CO, with 8 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 157 clients with $1.7B in assets under management.

Corundum Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
157 clients
Average Client Portfolio
$10.8M average
Assets Under Management
$1.7B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee is 1% of assets under management, subject to a minimum annual fee of $10,000. Fees are negotiable based on account size, complexity, products used, and specialized services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1 South Nevada, Suite 200, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Melissa is a BSA Compliance Officer at Corundum Trust Company, LLC, a trust company providing traditional trust services. She started in December 2022 and devotes minimal time to this investment-related activity.

Employment History
Current Registrations
Corundum Group, INC.
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Accelerated Wealth Advisors LLC
April 2018 - April 2022 · 4 yrs
State Registrations1 state
CO
Advisor

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.

Exams
No exam information available for this advisor.
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