Anne Melle
Anne Melle is a registered investment advisor at Centennial Securities Company INC, based in Grand Rapids, MI, with 3 years of industry experience. Anne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 2,520 clients with $1.3B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Standard fee ranges are 0.75%–2.00% for under $500K, 0.50%–1.75% for $500K–$1M, and 0.25%–1.50% for over $1M. Fees are negotiable.
Fee Estimator
Location
3075 Charlevoix Drive Se, Grand Rapids, MI, 49546
Get directionsHistory
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 Activities
Anne works as a staff accountant at Vander Ploeg, Bergakker & Associates, an accounting firm, taking about half of her time. She also works as an administrative assistant for Pathway Benefit Svc., a retirement plan accounting firm, dedicating about 10-20% of her time.
Employment History
Current Registrations
Centennial Securities Company INC
Centennial Securities Company, INC.Broker
State Registrations1 state
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
More Advisors
- James DempseyCentennial Securities Company INC
- Thomas Glover, CFPCentennial Securities Company INC
- Raymond Llewellyn, CFA, CFPCerity Partners LLC
- Angela Brooks, CFPFamily Capital Management
- Mark Pearson, CFPNorthwestern Mutual Investment Services,llc
- Nathan Luke, CFPMercer Global Advisors INC.