Meld Financial offers investment advice and manages portfolios for individuals, families, and retirement plans. Services include creating financial plans, consulting on retirement plans, and managing investments. Meld Financial may use sub-advisors to manage fixed income securities. They also provide educational seminars and workshops.
Assets Under Management$690M
Clients1,058
Advisors10
Avg. per Client$650K
Avg. per Advisor$69M
Fee Structure
Investment management only (planning not offered)
Meld Financial's annual fee for managing your investments is up to 1.50% of the value of your portfolio. The exact fee depends on the amount you invest, the type of services you need, and the level of administration required. This fee is billed quarterly in advance, based on the average daily balance. The fee is negotiable.
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