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Melinda Anne Trachsel

Fiduciary Advisors, Inc.

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About Melinda Anne Trachsel

Melinda Anne Trachsel is an investment advisor representative at Fiduciary Advisors, Inc. Melinda has been in the industry since January 2004 and is registered with the state of Missouri. Melinda holds the Series 65 license. Fiduciary Advisors, Inc. provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services.

Firm Information

Melinda Trachsel is currently registered with Fiduciary Advisors, Inc.. Fiduciary Advisors, Inc. is a registered investment advisor based in St. Louis, Missouri. The firm provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pension and profit sharing plans. Fiduciary Advisors, Inc. manages over $1.5 billion in assets for a diverse client base.
Fiduciary Advisors, Inc.

12813 FLUSHING MEADOWS DR

ST. LOUIS, MO 63131

$1.54B

Assets Under Management

8

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Melinda Trachsel’s Registration & Firm History

MO

01/01/2006 - Present

Fiduciary Advisors, Inc. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/24/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melinda Anne Trachsel.
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