Melissa Barall is a CFA-designated registered investment advisor at Emerson Equity LLC, based in Columbia, MD, with 4 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M 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 $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
Columbia, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melissa is a principal at Sati Capital Partners, which will be her main business. She is also a principal at Barall Capital Partners, a partner at Viveo Capital Partners, and the COO of KCC Capital Partners, dedicating about 10-20% of her time to the securities-related role at KCC.
Employment History
Current Registrations
Emerson Equity LLC
Finalis Securities LLC
Finalis Securities LLCBroker
Previous Registrations
Structured Finance LLC
Rightwise Wealth
Wells Fargo Securities, LLCBroker
State Registrations2 states
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