Branden Carney
Advisor at Melone Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Melone Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Auburn Hills, MI 48326
Credentials
CFP®, Series 65
Industry experience
7 years
Branden Carney is a CFP® with seven years of industry experience, currently serving as an advisor at Melone Private Wealth, LLC. His prior roles include positions at Portfolio Solutions LLC, Fratarcangeli Wealth Management, State Farm Insurance, and Plante Moran Financial Advisors. Carney is also involved in insurance sales outside of his advisory work. Melone Private Wealth, LLC provides customized investment advisory and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm combines active and passive strategies in portfolio construction, emphasizes fundamental analysis, and manages most client assets on a discretionary basis.
Based on Melone Private Wealth, LLC
Based on Melone Private Wealth, LLC
Fixed fees for financial planning typically range from $950 to $4,800 per engagement; ongoing financial planning fees typically range from $2,000 to $20,000 annually
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $8,000,000: 0.80% $8,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.50% $50,000,001+: 0.40%
Insurance commissions earned by Advisory Persons from selling insurance products; separate from advisory fees
Hourly fees for financial planning services range from $250 to $400 per hour; also hourly retirement plan advisory services up to $400 per hour
Account minimum: $500,000 (minimum relationship size, can be waived at sole discretion of Advisor) Fee-only: Financial planning services offered on hourly ($250-$400/hr), fixed fee ($950-$4,800 per engagement), or ongoing annual fee basis ($2,000-$20,000 annually, negotiable)
3121 University Drive, Suite 180
Auburn Hills, MI 48326
Michigan
Melone Private Wealth, LLC
2020 - Present (6 years)
Portfolio Solutions LLC
2018 - 2020 (2 years)
Fratarcangeli Wealth Management
2018 - 2018 (1 year)
State Farm Insurance
2017 - 2018 (1 year)
Plante Moran Financial Advisors
2016 - 2017 (1 year)
Michigan State University
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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