Melia Wealth offers investment management services where they manage client portfolios based on their individual goals, time horizons, and risk tolerance. Melia Wealth determines investment strategies, selects investments, allocates assets, and monitors portfolios. Clients can place restrictions on investments. Melia Wealth does not participate in wrap fee programs.
Assets Under Management$510M
Clients2,351
Advisors4
Avg. per Client$220K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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