Mellor & Associates helps individuals and other entities plan, build, and maintain wealth. They prepare for future needs, retirement, and facilitate the transfer of assets. Mellor & Associates charges fees based on assets under management or an agreed-upon fixed amount. They utilize general securities markets, stocks, bonds, cash accounts, and some non-traded REITs. Clients choose between well-established institutional brokers who custody all funds and securities in the client's name.
Assets Under Management$22M
Clients63
Advisors2
Avg. per Client$350K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees above $5,000,000 are negotiable. The Advisor reserves the right to discount and waive fees on a case-by-case basis based on account complexity, family relationships, personal requests, and client situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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