CFP · ChFC

Melissa Geracimos

29 Years of Experience

1 Disclosure

Melissa Geracimos is a CFP, ChFC-designated registered investment advisor at Aurelius Family Office, LLC, based in Alexandria, VA, with 29 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 167 clients with $320M in assets under management.

Aurelius Family Office, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

167 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$315.3M

Fee Structure

Planning is included in investment management (also available separately)

Minimum Annual Fee:$2,500

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.5M	1.00%
$2.5M - $5.0M	0.80%
$5.0M - $10.0M	0.70%
$10M+	0.50%

Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by AFO and the client.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

Alexandria, VA

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History

Regulatory History (1)

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Employment Separation After Allegations

December 2024

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Employment History

Current Registrations

Aurelius Family Office, LLC

February 2025 - Present · 1 yr 2 mos

Previous Registrations

Charles Schwab & CO., INC.Broker

June 2024 - January 2025 · 7 mos

Charles Schwab & CO., INC.

June 2024 - January 2025 · 7 mos

HUB International Investment Services INC.Broker

November 2021 - May 2024 · 2 yrs 6 mos

Global Retirement Partners LLC

January 2020 - May 2024 · 4 yrs 4 mos

LPL Financial LLCBroker

January 2020 - June 2024 · 4 yrs 5 mos

Madison Avenue Securities, LLCBroker

October 2018 - October 2019 · 1 yr

Campbell Wealth Management, INC.

April 2016 - October 2019 · 3 yrs 6 mos

LPL Financial LLCBroker

February 2014 - October 2018 · 4 yrs 8 mos

LPL Financial LLC

February 2014 - April 2016 · 2 yrs 2 mos

LPL Financial LLCBroker

November 2012 - February 2014 · 1 yr 3 mos

LPL Financial LLC

November 2012 - February 2014 · 1 yr 3 mos

Lincoln Financial Securities Corporation

October 2009 - December 2012 · 3 yrs 2 mos

Lincoln Financial Securities CorporationBroker

October 2009 - December 2012 · 3 yrs 2 mos

Securities America, INC.Broker

July 2009 - October 2009 · 3 mos

Securities America Advisors, INC.

July 2009 - October 2009 · 3 mos

Lincoln Financial Securities Corporation

August 2006 - July 2009 · 2 yrs 11 mos

Lincoln Financial Securities CorporationBroker

June 2006 - July 2009 · 3 yrs 1 mo

Deutsche Bank Securities INC.Broker

January 2001 - July 2006 · 5 yrs 6 mos

Deutsche Bank Securities INC.

August 2000 - July 2006 · 5 yrs 11 mos

Db Alex. Brown LLCBroker

September 1997 - January 2001 · 3 yrs 4 mos

Alex. Brown & Sons IncorporatedBroker

March 1996 - September 1997 · 1 yr 6 mos

Smith Barney INC.Broker

December 1995 - March 1996 · 3 mos

State Registrations1 state

Advisor

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Exams

No exam information available for this advisor.