Advisor at Essential Wealth Management 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
Essential Wealth Management Group, LLC
Location
Austell, GA
Credentials
Series 66
Industry experience
19 years
Melvin Coleman is a financial advisor at Essential Wealth Management Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked concurrently as a sales consultant at CarMax since 2012. Essential Wealth Management Group is an independent firm providing discretionary portfolio management and construction for individual and corporate clients. The firm employs fundamental analysis for traditional accounts with a focus on long-term growth and also offers an Active Trading Program that uses technical analysis and advanced options strategies.
Based on Essential Wealth Management Group, LLC
Based on Essential Wealth Management Group, LLC
$0 - $250,000: 2% annually $250,000+: 1% annually
Account minimum: : The brochure does not explicitly state a minimum account size required to become a client; therefore, this field is null.
Austell, GA
Georgia
CARMAX
2012 - Present (14 years)
Essential Wealth Management
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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