CM
CM
Craig Mellon
20 Years of Experience
Chula Vista, CA
1 Disclosure
Craig Mellon is a registered investment advisor at Economic Research and Insurance Solutions, LLC, based in Chula Vista, CA, with 20 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Chula Vista, CA
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Regulatory History (1)
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Regulatory
June 2010Final
Employment History
Current Registrations
Economic Research and Insurance Solutions, LLC
February 2011 - Present · 15 yrs 2 mos
Previous Registrations
Economic Research and Insurance Solutions, LLC
November 2010 - December 2010 · 1 mo
Economic Research and Insurance Solutions, LLC
March 2008 - December 2009 · 1 yr 9 mos
First Allied Securities, INC.Broker
October 2006 - August 2007 · 10 mos
Greenbook Investment Management, INC.
March 2005 - September 2007 · 2 yrs 6 mos
Xelan Financial Planning, INC.
May 2004 - December 2004 · 7 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.