Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Clients referred through Fidelity Wealth Advisor Solutions® pay a quarterly rate of 0.25% on all assets below $2,500,000.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). There is also a $45 quarterly account maintenance fee for accounts over $10,000. Financial planning is included for investment advisory clients. Stand-alone financial plans cost $3,000, with updates at $1,500. The standard hourly rate is $300, negotiable based on service complexity.
Areas of Practice
Advisor Information
Office location
1801 Dove Street, Newport Beach, CA, 92660
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melissa is a Certified Financial Planner at Compak Asset Management and is registered as an Investment Advisor Representative. She is also a life insurance agent, dedicating full-time hours to these activities.