Cade Mellies is a registered investment advisor at Crewe Advisors, based in Salt Lake City, UT, with 9 years of industry experience. Cade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 652 clients with $2.5B 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 $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated. CA charges an annual advisory fee of 0.25% on certain accounts held by the Crewe Endowment Foundation.
Fee Estimator
Location
650 S. Main Street, Suite 777, Salt Lake City, UT, 84101
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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
Cade volunteers for the Crewe Cup, a charity golf tournament, spending minimal time organizing the event. He also occasionally works as a Romanian translator for Utah Courts and Hospitals, dedicating minimal time to this activity.
Employment History
Current Registrations
Crewe Advisors
Crewe CapitalBroker
State Registrations4 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.