Meld Financial, Inc.
Birmingham, Alabama
4.0
4 Reviews
Meld Financial, Inc., a reputable investment advisory firm headquartered in Birmingham, AL, has been serving a diverse clientele since its inception. With over 560 individual clients and an impressive $512,277,000 in assets under management, Meld Financial has established itself as a trusted partner in wealth management. Their commitment to excellence is reflected in their three well-appointed offices, strategically located to cater to clients' needs. While the firm's assets under management are predominantly comprised of high net worth individuals' portfolios, Meld Financial also possesses the expertise to effectively manage emp...
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Assets Under Mgmt

$512.28M

Investment Professionals

11

Locations

2

% 401K & Individual

21%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other: SOCIAL SECURITY AND MEDICARE CONSULTING, INDIVIDUAL CONSULTING AND FINANCIAL WELLNESS EDUCATIONAL PROGRAMS
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