MS
MS

Melissa Marie Starr

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
150 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$10,000
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Location

1 South Nevada, Suite 200, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

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.

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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.
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Accelerated Wealth Advisors LLC
April 2018 - April 2022 · 4 yrs
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.