Melissa Moss
Melissa Moss is a registered investment advisor at Park Avenue Securities LLC, based in Providence, UT, with 2 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B 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 | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
Providence, UT
Get directionsHistory
Regulatory History (1)
Criminal
March 2005Other Business ActivitiesSells Insurance
Melissa is involved with Live Gracefully Productions, focusing on songwriting, performing, and music production, dedicating about 10-20% of her time. She also engages in outside insurance sales, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations12 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
More Advisors
- Tyler Vanderbeek, CFPConnect Financial Advisors
- Emily Sorensen, CFPEp Wealth Advisors
- Jason Jones, CFPPortside Wealth Group, LLC
- Nathan Hess, CFPStrategic Advisers LLC
- Paul Saunders, PFSPortside Wealth Group, LLC
- Tanner Dance, CFAAndina Advisors