Advisor at Portside Wealth Group, 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.
Firm
Portside Wealth Group, LLC
Location
Provo, UT 84604
Credentials
Series 65
Industry experience
6 years
Melinda Perez is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at TownSquare Capital and Smart Financial. In addition to her advisory role, she is a licensed insurance agent involved in financial planning. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management and financial planning. The firm emphasizes tailored management using model portfolios and third-party money managers, and is notable for having associated persons licensed as CPAs and attorneys who offer separate accounting and legal services.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
3507 N University Ave, Suite 150
Provo, UT 84604
Utah
Portside Wealth Group
2023 - Present (3 years)
TownSquare Capital
2019 - 2023 (4 years)
Smart Financial
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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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