Melissa Imbrogno
Advisor at RAI Wealth
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 RAI Wealth
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
Naperville, IL 60563
Credentials
CFP®, Series 66
Industry experience
15 years
Melissa Imbrogno is a CFP® with 15 years of industry experience, currently serving as a team leader and relationship manager at RAI Wealth. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She and her husband volunteer with Bridge Communities, mentoring a homeless family through a two-year transitional housing program. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm combines third-party model portfolios and in-house management using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.
Based on RAI Wealth
Financial planning fees range from $300 to $2,500 per project; tax preparation fees range from $250 to $4,000 fixed fee.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Advisory professionals may receive commissions for sale of securities and insurance products.
Ongoing financial planning services charged as an annual retainer (payment options include single, two, or four quarterly payments).
1700 Park Street, Suite 106
Naperville, IL 60563
Illinois
Rai Wealth
2023 - Present (3 years)
Private Client Services
2023 - Present (3 years)
Securities America Advisors
2017 - 2023 (6 years)
Securities America, Inc.
2017 - 2023 (6 years)
National Planning Corporation
2009 - 2017 (8 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:
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.
Is not active or affiliated with:
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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