Melonakis Financial offers financial planning and investment management services to individuals, families, small businesses, and non-profit entities. Melonakis Financial helps clients define their financial goals and develop strategies to achieve them, including retirement planning, education funding, and estate planning. Recommendations are based on client goals, net worth, time horizon, and risk tolerance. Melonakis Financial manages assets on a discretionary basis.
Assets Under Management$62M
Clients91
Advisors1
Avg. per Client$680K
Avg. per Advisor$62M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Flat rate fees may apply to retirement plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...