Unclaimed
Michael Mellor is a registered investment advisor representative with Fisher Investments. Michael is licensed in Texas and has been in the industry since August 2021. Michael's previous experience includes roles with Tom Ferry, DYN Consulting, Miyagi Bar and Sushi, Sacramento State Athletics, Edge Studios, Rio Del Oro Raquet Club, The Virgin Sturgeon, Cushman & Wakefield, California State University, Sacramento, and Jesuit High School. Michael has a Series 65 license and specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/08/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/07/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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