John Melasecca is a CFP-designated registered investment advisor at Clariti Wealth Advisors, based in Wilmington, DE, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 244 clients with $620M 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 | 0.95% |
Fees range from 0.45% to 0.95% annually. Subsequent adjustments will be made every two years, or if the fee, as calculated according to the schedule in the Service Agreement, is 20% higher or lower than the current plan management fee being charged. Alternatively, Clariti may propose a flat fee structure. There is a minimum annual fee of $5,000 for full-service clients.
Fee Estimator
Contact
John Melasecca
Location
2710 Centerville Road, Suite 201, Wilmington, DE, 19808-1644
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Regulatory 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 →Employment History
Current Registrations
Clariti Wealth Advisors
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Vanguard Marketing CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.
Exams