Melanie Dwyer is a registered investment advisor at Chf Wealth Management, LLC, based in Lafayette, LA, with 6 years of industry experience. Melanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
CHF may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
201 Rue Iberville, Suite 710, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Chf Wealth Management, LLC
Previous Registrations
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations1 state
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