Melissa Starr is a registered investment advisor at Corundum Group, INC., based in Colorado Springs, CO, with 7 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 150 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corundum Group's advisory fees are based on a percentage of the value of your portfolio and may be subject to a $10,000 minimum annual fee. The standard fee is 1%. Fees are negotiable based on the size and complexity of the accounts, the investment products used, the level of specialized services, and the historical relationship.
Location
1 South Nevada, Suite 200, Colorado Springs, CO, 80903
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
Melissa is a BSA Compliance Officer at Corundum Trust Company, LLC, a trust company providing traditional trust services. She started in December 2022 and devotes minimal time to this investment-related activity.
Employment History
Current Registrations
Corundum Group, INC.
Previous Registrations
Accelerated Wealth 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.