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Melissa Hertz

Abacus Wealth Partners

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About Melissa Hertz

Melissa Hertz is an Investment Advisor Representative at Abacus Wealth Partners. Melissa joined Abacus in September 2018 and is based in Santa Monica, California. Melissa is a registered Investment Advisor Representative in California and has been active in the industry since September 2018. Melissa is also a freelance graphic designer and has previously worked for Tanya's Houses in Pacific Palisades, California and has been a homemaker in Topanga, California.

Firm Information

Melissa Hertz is currently registered with Abacus Wealth Partners. Abacus Wealth Partners is a registered investment advisor with 36 investment adviser representatives and approximately $3.14 billion in regulatory assets under management. The firm offers a range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Abacus Wealth Partners serves a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. The firm is headquartered in Santa Monica, California.
Abacus Wealth Partners

429 SANTA MONICA BLVD.

SANTA MONICA, CA 90401

$3.14B

Assets Under Management

30

Total Clients

47

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.

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consulting services

Consulting services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Melissa Hertz’s Registration & Firm History

CA

06/28/2021 - Present

Abacus Wealth Partners (SANTA MONICA CA)

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Licenses & Designations

IA

Issued 06/28/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Hertz.
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