Ruby Melton is a registered investment advisor at Fortune Wealth Management, LLC, based in Dallas, TX, with 1 years of industry experience. Ruby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 201 clients with $400M 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 | 1.30% |
| $250K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
5910 N. Central Expy, Suite 1599, Dallas, TX, 75206
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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 →Employment History
Current Registrations
Fortune Wealth Management, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Institutional Securities CorporationBroker
State Registrations1 state
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