Lefteri Melonakis is a CFP-designated registered investment advisor at Melonakis Financial, based in Thornton, CO, with 26 years of industry experience. Lefteri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 91 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Flat rate fees may apply to retirement plans.
Fee Estimator
Location
Thornton, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Melonakis Financial
State Registrations1 state
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