Melinda Kibler
Melinda Kibler is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Fort Lauderdale, FL, with 11 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 154 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.35% |
| $20.0M - $35.0M | 0.35% |
| $35.0M - $65.0M | 0.25% |
| $65M+ | 0.25% |
These fees are for Trust Management. Fees are negotiable on portfolios larger than $50 million. Performance Reporting fees range from 0.10% to 0.35%. Active Management fees range from 0.25% to 1.00%.
Fee Estimator
Location
200 SW First Avenue, Suite 800, Fort Lauderdale, FL, 33301
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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 →Other Business Activities
Melinda works as a Client Service Manager at Palisades Hudson Financial Group LLC, a financial planning business, since 2013. This takes about half of her time and involves tax preparation and planning, retirement planning, estate planning, and other financial planning services.
Employment History
Current Registrations
Palisades Hudson Asset Management, L.P.
Previous Registrations
Edelman Financial Services LLC
State Registrations2 states
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