MEL Consulting Co., operating as MEL & CO, manages investment portfolios for clients, tailoring them to individual needs and goals. They also offer comprehensive financial planning, assisting clients with budgeting, savings, insurance, retirement, and estate planning. MEL & CO also provides mini financial planning sessions on specific financial topics. They work with individuals, high net-worth individuals, and small to mid-sized businesses.
Assets Under Management$18M
Clients29
Advisors1
Avg. per Client$620K
Avg. per Advisor$18M
www.facebook.com/melconsutlingco/?ref=bookmarks ·www.melconsultingco.com ·www.linkedin.com/in/melaniehusk
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1M+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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