Melissa Tiscareno
Melissa Tiscareno is a CFP-designated registered investment advisor at Bradley & Company Private Wealth Management, LLC, based in Concord, CA, with 4 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 59 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
Concord, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bradley & Company Private Wealth Management, LLC
State Registrations1 state
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