Advisor at Melotte Financial Advisors
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Firm
Melotte Financial Advisors
Location
Green Bay, WI 54304
Credentials
CFP®, Series 65
Industry experience
16 years
Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.
Based on Melotte Financial Advisors
$0 - $300,000: 1.20% $300,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.30%
Hourly fees offered but specific rates not stated
Minimum fee: $400 per month minimum fee (negotiable) Fee-only: Fee-only investment adviser; compensation only from asset-based fees and hourly fees; no commissions, kickbacks, or third-party payments
1150 Springhurst Drive, Suite 113
Green Bay, WI 54304
Illinois · Texas · Wisconsin
Melotte Financial Advisors
2016 - Present (10 years)
Confluence Wealth Management LLC
2015 - 2016 (1 year)
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Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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