MEL Consulting Co D/B/A Mel & Co

Overview

MEL Consulting Co D/B/A Mel & Co is an independent registered investment adviser that focuses on serving individual and family clients with discretionary portfolio management and financial planning. The firm runs a compact, equity-focused practice: its reported assets are fully allocated to exchange-traded equities and the business model combines percentage-of-AUM advisory fees with hourly billing for planning or project work. Service offerings include ongoing portfolio management for individuals and small businesses and educational seminars or workshops, which suggests a blend of one-on-one advice and client-facing educational activity. MEL Consulting does not position itself as a capital allocator or a multi-state adviser, and it does not report active ESG investing as part of its stated preferences.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices