Mel
Hertz
The Strategic Financial Alliance, Inc
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About this Advisor
Mel Hertz is a financial advisor based in Kailua, Hawaii, working with The Strategic Financial Alliance, Inc. Mel has previously held a position at The Strategic Financial Alliance, Inc. Mel has passed the Series 63 regulatory exam and is registered to provide services in Hawaii and Texas. Currently, Mel is part of The Strategic Financial Alliance, Inc, which operates out of Kailua, Hawaii. The firm has 38 offices and 74 employees. The firm manages assets totaling $334.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at The Strategic Financial Alliance, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Strategic Financial Alliance, Inc Brokerage Details
$334,013,066
74
1,360
$245,598
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Mel Hertz Work History
The Strategic Financial Alliance, Inc
Disclosures
Please visit the SEC profile of Mel Hertz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Strategic Financial Alliance
Atlanta, GA
Alpharetta, GA
Myrtle Beach, SC
Atlanta, GA
Peachtree Corners, GA
Larkspur, CA
Peachtree Corners, GA
Myrtle Beach, SC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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