Melia Wealth LLC manages investment portfolios and provides personalized financial planning and consulting for individuals, high-net-worth families, trusts, and businesses. The firm builds customized portfolios using stocks, bonds, exchange-traded funds, options, and alternative assets, while also incorporating sustainable or environmental, social, and governance investment strategies upon request. Melia Wealth offers ongoing investment management and discretionary portfolio oversight, alongside consulting services for external assets like retirement accounts and annuities. Additionally, through a partnership with an outside provider, the firm facilitates estate planning organization and document preparation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable and may vary based on client circumstances. Financial planning is often included as part of this fee.