…–>
About MELBY WEALTH MANAGEMENT
MELBY WEALTH MANAGEMENT, founded in 1992, is a financial advisory firm located in New York City. The company is dedicated to helping clients achieve financial success through strategic investment planning and wealth management services. With a team of experienced advisors and a comprehensive suite of financial offerings, they are equipped to guide individuals and businesses towards their financial goals.
How does the advisor help clients – Key Takeaways:
- Customized investment plans based on individual risk tolerance and financial goals
- Diversified portfolio management to minimize risk and maximize returns
- Regular monitoring and adjusting strategies to stay on track towards financial goals
- Comprehensive financial planning and retirement planning services
- Educational resources and guidance for making informed financial decisions
Facts and Insights
MELBY WEALTH MANAGEMENT has been in the financial advisory business for over 27 years. As of December 31, 2019, the company manages approximately $1.5 billion in assets and has 10 advisors on their team.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1992 | $1.5 billion | 10 |
Financial Services Offered
- Investment planning
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
MELBY WEALTH MANAGEMENT serves a diverse client base, including individuals, families, businesses, and organizations. They work with clients of all ages, income levels, and financial situations.
Fees & Compensation
MELBY WEALTH MANAGEMENT operates on a fee-based model, meaning they charge a percentage of a client’s assets under management as their compensation. This aligns the advisor’s interests with the client’s, as they both benefit from the growth of the client’s portfolio. Additionally, they may charge flat fees for specific services, such as financial planning, or receive commissions for certain products. They are transparent about their fees and will discuss them with clients before any agreements are made.
Background
The founder of MELBY WEALTH MANAGEMENT, John Melby, is a Certified Financial Planner (CFP) with over 40 years of experience in the financial industry. He saw a need for comprehensive financial planning and investment management services in the market and started the firm with the mission to provide personalized, trustworthy advice to clients. Today, the company continues to uphold this mission and has expanded its team of advisors to better serve their growing client base.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important to be aware of any disclosures that may affect their services or reputation. MELBY WEALTH MANAGEMENT has a clean record with no regulatory actions, legal incidents, or disclosures reported. They are also committed to upholding fiduciary responsibility, meaning they always act in the best interest of their clients.