Jon Melander
Jon Melander is a CFP-designated registered investment advisor at Boulay Wealth, based in Eden Prairie, MN, with 28 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,135 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boulay Wealth charges an annual advisory fee based on the size, nature, and complexity of the client relationship, typically ranging from 0.60% to 1.95% of the portfolio value. Fees are negotiable. While there is no minimum level of investable assets required, the minimum total annual fee is $10,000, although this can be negotiated or established at a flat annual rate in special circumstances. Boulay offers both blended and incremental fee arrangements.
Location
11095 Viking Drive, Suite 500, Eden Prairie, MN, 55344
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Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Jon is an advisory board member for the Positive Coaching Alliance of MN, a volunteer position. He also works as a Fixed Insurance Advisor for Boulay Insurance Solutions, providing fixed insurance products to clients and earning commission.
Employment History
Current Registrations
Boulay Wealth
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Capstone Advisory Group LLC
Cambridge Investment Research, INC.Broker
Capital Management Associates INC
Capital Management Securities, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.