Melotte Financial Advisors provides financial planning and portfolio management services to individuals and families. Services include financial goal planning, retirement projections, cash flow analysis, estate strategies, insurance needs analysis, and investment management. Melotte Financial Advisors tailors its services to each client's individual needs based on their risk tolerance, financial needs, and objectives.
Assets Under Management$83M
Clients76
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$83M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.20% |
| $300K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Some clients have been grandfathered on previous fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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