Melanie Chakos
Melanie Chakos is a registered investment advisor at Fifth Third Securities, INC., based in Schererville, IN, with 3 years of industry experience. Melanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
1545 Us Highway 41, Schererville, IN, 46375
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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 ActivitiesSells Insurance
Melanie receives residual income from AFLAC as a former agent, requiring minimal time. She is also a Visionary for Untangled Hope, an online e-learning platform, dedicating about a quarter of her time.
Employment History
Current Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations2 states
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