MELLOR & ASSOCIATES LLC: Your Trusted Financial Expert
When it comes to managing your finances, having a trusted and knowledgeable advisor by your side can make all the difference. MELLOR & ASSOCIATES LLC is a highly respected financial firm, providing expert advice and services to clients across the country. With years of experience and a wealth of industry knowledge, the team at MELLOR & ASSOCIATES LLC is dedicated to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
MELLOR & ASSOCIATES LLC offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and more. Their team of advisors works closely with clients to develop personalized strategies that align with their specific goals and risk tolerance levels. By taking a proactive approach to managing funds, MELLOR & ASSOCIATES LLC helps clients stay on track and make sound financial decisions.
Facts and Insights:
Here are some key numbers and facts about MELLOR & ASSOCIATES LLC.
Assets Under Management:
| Year | Assets Under Management (in millions) |
|---|---|
| 2019 | $500 |
| 2018 | $450 |
| 2017 | $400 |
In 2019, MELLOR & ASSOCIATES LLC managed a total of $500 million in assets for their clients. This is an increase from $450 million in 2018 and $400 million in 2017, showcasing the firm’s success and growth.
Number of Advisors:
| Year | Number of Advisors |
|---|---|
| 2019 | 10 |
| 2018 | 8 |
| 2017 | 6 |
MELLOR & ASSOCIATES LLC has a team of 10 advisors, highlighting the firm’s dedication to providing personalized and individualized attention to each client they serve. In 2019, this number has increased from 8 advisors in 2018 and 6 advisors in 2017.
Time in Business:
MELLOR & ASSOCIATES LLC has been in business for over 15 years, with the firm being founded in 2005. This extensive experience and longevity in the industry demonstrate the firm’s stability and expertise in managing clients’ finances.
Financial Services Offered:
MELLOR & ASSOCIATES LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of their main services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Their team of advisors has the expertise and knowledge to guide clients through any financial challenges or goals they may have.
Client Types:
MELLOR & ASSOCIATES LLC works with a wide range of clients, including individuals, families, businesses, and institutions. They have the resources and capabilities to assist clients of all ages and backgrounds, ensuring that each client receives a customized and comprehensive financial plan.
Fees & Compensation:
MELLOR & ASSOCIATES LLC charges their clients based on a percentage of assets under management. This incentivizes the firm to manage their clients’ assets effectively and in their best interests. The exact fee structure may vary depending on the services provided and the size of the client’s portfolio, but the team at MELLOR & ASSOCIATES LLC is committed to providing transparent and fair compensation for their services.
Background:
MELLOR & ASSOCIATES LLC was founded in 200