Brianna Melahn
Brianna Melahn is a CFP-designated registered investment advisor at Prism Planning and Solutions Group, based in White Plains, NY, with 6 years of industry experience. Brianna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Minimum annual fee of $500.
Fee Estimator
Location
777 Westchester Ave., Suite 101, White Plains, NY, 10604
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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 →Employment History
Current Registrations
Prism Planning and Solutions Group
Insight Advisors, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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