Melody Ream is a registered investment advisor at Wealth Management Cpas, LLC, based in Salt Lake City, UT, with 1 years of industry experience. Melody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 396 clients with $330M 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 | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. Total fees to Client will never exceed 2% of assets under management per year. When utilizing sub-advisor services, WM CPAs will reduce their annual fee so that the inclusive fee is no more than what is stated above.
Fee Estimator
Location
7084 South 2300 East, Salt Lake City, UT, 84121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melody owns Mark My Words, LLC, which provides paralegal document preparation for attorneys, and spends minimal time on it. She also works as an outdoor guide for Powder Trout Adventure Company, LLC dba All Seasons Adventures, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
Wealth Management Cpas, LLC
State Registrations1 state
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