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About MELONE PRIVATE WEALTH, LLC
MELONE PRIVATE WEALTH, LLC is a full-service financial advisory firm that provides customized financial planning and investment management services to clients. With over 20 years of experience in the industry, MELONE PRIVATE WEALTH, LLC has established itself as a trusted source of financial expertise and guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Leverages over 20 years of industry experience to offer expert advice
- Tailors recommendations to each client’s unique financial situation and goals
- Empowers clients to make informed financial decisions with confidence
Facts and Insights
MELONE PRIVATE WEALTH, LLC currently manages over $100 million in assets under management and has a team of 5 experienced financial advisors. The firm has been in business since 2000 and has built a strong reputation for providing exceptional financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $100 million+ |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | Since 2000 |
Financial Services Offered
MELONE PRIVATE WEALTH, LLC offers a wide range of financial services to its clients, including:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
Client Types
MELONE PRIVATE WEALTH, LLC works with a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm recognizes that each client has unique financial needs and tailors its services accordingly.
Fees & Compensation
MELONE PRIVATE WEALTH, LLC charges a fee based on a percentage of assets under management for its investment management services. For financial planning services, the firm offers a flat fee or an hourly rate, depending on the complexity of the client’s financial situation.
Background
MELONE PRIVATE WEALTH, LLC was founded by John Melone, a seasoned financial advisor with over 20 years of experience in the industry. Prior to starting the firm, Melone worked for several large financial institutions, honing his expertise in financial planning and investment management.
Financial Advisor Disclosures to Know
As a full-service financial advisory firm, MELONE PRIVATE WEALTH, LLC is committed to transparency and providing clients with all the necessary information to make informed decisions. This includes any potential conflicts of interest or disclosures that clients should be aware of, such as compensation structure and affiliations with other financial institutions.