Advisor at Factor Investing Group
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Firm
Factor Investing Group
Location
Newport, RI 02840
Credentials
Series 63, Series 65
Industry experience
27 years
Victor Melfa is a financial advisor with Factor Investing Group, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Melfa Wealth Management, Inc. dba Factor Investing Group since 2021 and previously spent over 20 years with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Outside of advisory work, he serves on the board of a family business and acts as a trustee for a family trust; he also provides general advisory support to a media company specializing in podcast production. Factor Investing Group offers wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage discretionary portfolios, typically emphasizing long-term strategies while accommodating shorter-term adjustments to meet client needs.
Based on Factor Investing Group
up to 1.30% annually (negotiable, based on factors including asset size, complexity, planning services, relationship)
Fee-only: Fees are paid as a percentage of assets under management; no commissions or other compensation received.
100 Bellevue Ave
Newport, RI 02840
Massachusetts · Rhode Island · Texas
Melfa Wealth Management, Inc. dba Factor Investing Group
2021 - Present (5 years)
Kestra Advisory
2016 - 2022 (6 years)
Kestra Investment Services, LLC
2005 - 2022 (17 years)
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Is not active or affiliated with:
Insurance agent
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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
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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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