Melissa Fradenburg
Melissa Fradenburg is a registered investment advisor at Antonelli Financial Advisors, LLC, based in Grosse Pointe, MI, with 15 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 193 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Fees may be negotiable (higher or lower), based on unusual circumstances, pre-existing relationships, or complexity of planning.
Fee Estimator
Location
16824 Kercheval Place, Suite 202, Grosse Pointe, MI, 48230
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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
Antonelli Financial Advisors, LLC
Previous Registrations
Stephens Consulting, LLC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Lakeshore Financial Planning INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial CorporationBroker
Planco Financial Services, LLCBroker
First Investors CorporationBroker
State Registrations3 states
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.