MELOTTE FINANCIAL ADVISORS

Overview

Melotte Financial Advisors is an independent, owner-operated registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals and small businesses. The firm runs client portfolios on a discretionary basis and leans toward equity-centered allocations, using exchange-traded equities as the primary building block of client portfolios. Beyond liquid public equities, the firm supplements core holdings with allocations to private markets and structured credit to pursue additional return and income sources for clients. The adviser charges a percentage-of-assets fee and concentrates on personalized wealth management rather than institutional pension consulting or large-scale capital allocation. Melotte Financial Advisors does not identify as an active ESG investor and appears to operate within a single-state footprint, keeping its client servicing and business activities relatively concentrated.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices