Mellig Group offers portfolio management services tailored to each client's financial situation, goals, and risk tolerance. These services include managing investment portfolios, providing investment advice, designing investment strategies, and monitoring portfolios. Mellig also offers financial planning services covering investment, insurance, tax, retirement, education, and debt/credit planning. Mellig generally limits its investment advice to mutual funds, fixed-income securities, real estate funds, insurance products, individual equities, ETFs, and other securities.
Assets Under Management$98M
Clients103
Advisors5
Avg. per Client$950K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $4.0M | 1.71% |
| $4.0M - $8.0M | 1.61% |
| $8.0M - $16.0M | 1.51% |
| $16.0M - $32.0M | 1.41% |
| $32M+ | 1.21% |
These are the maximum fees for discretionary management. Non-discretionary management fees are lower. There is a minimum monthly fee of $100.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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