Andrew Melendrez is a registered investment advisor at Finance Wisdom, based in Albuquerque, NM, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 126 clients with $56M 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 | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Albuquerque, NM
Get directionsHistory
Regulatory History (1)
Financial
March 2018Other Business Activities
Andrew is a Director at Now Capital Partners, an investment banking firm, where he helps business owners sell their companies, dedicating nearly full-time hours. He is also a landlord for a medical office through Start Your Wish LLC, spending minimal time on this activity.
Employment History
Current Registrations
Finance Wisdom
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.