Melissa Barall is a CFA-designated registered investment advisor at Emerson Equity LLC, based in Columbia, MD, with 4 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M 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 | 2.50% |
Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).
Fee Estimator
Location
Columbia, MD
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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.
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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 Registrations3 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.
Exams
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