Anne Mcninch is a registered investment advisor at Melissa Matson LLC, based in Henderson, NV. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 118 clients with $15M 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 | 1.50% |
Fees are somewhat negotiable. Melissa Matson LLC may direct clients to Orion Portfolio Solutions (OPS) or AE Wealth Management (AEWM) where total fees could be up to 2.75%.
Fee Estimator
Location
2520 St. Rose Parkway, Ste. 313, Henderson, NV, 89074
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Melissa Matson LLC
State Registrations1 state
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