Melissa Cruz is a registered investment advisor at Managed Account Advisors LLC, based in Jersey City, NJ, with 8 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,770 clients with $830B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's account fee consists of two parts: the fee you pay to Bank of America for its services, and the Style Manager Expense, if applicable. The Style Manager Expense generally ranges from 0.00% to 0.50%. Clients that invest in a Related Strategy will not be charged a Style Manager Expense. The account fee is payable in advance and is based on the value of assets in your account.
Location
101 Hudson Street, Jersey City, NJ, 07302
Get directionsHistory
Regulatory History (2)
Financial
August 2016Financial
August 2016Employment History
Current Registrations
Managed Account Advisors LLC
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.