Roxana Justiniano is a registered investment advisor at Mellig Group, LLC, based in The Woodlands, TX, with 9 years of industry experience. Roxana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 103 clients with $98M 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 | 2.00% |
| $2.0M - $4.0M | 1.71% |
| $4.0M - $8.0M | 1.61% |
| $8.0M - $16.0M | 1.51% |
| $16.0M - $32.0M | 1.41% |
| $32M+ | 1.21% |
These are the maximum fees for discretionary management. Non-discretionary management fees are lower. There is a minimum monthly fee of $100.
Fee Estimator
Location
8350 Ashlane Way, The Woodlands, TX, 77382
Get directionsHistory
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
Roxana provides IT consulting services to Dintec LLC, a technology consultant firm. She also owns Lotark Inc, a holding company that owns Mellig Group LLC.
Employment History
Current Registrations
Mellig Group, LLC
State Registrations2 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.