Melo Out Financial provides investment management and financial planning services to individuals and small businesses. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. Melo Out Financial also offers coaching and consulting services. Investment strategies include long-term passive investing and strategic asset allocation.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.60% |
| $2.5M+ | 0.40% |
Fees are charged using a flat breakpoint schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...