Melanie
Meyer

Braeburn Wealth Management, LLC

CRD#4368116
Investment Advisor
in Muskegon, MI

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About this Advisor

Melanie Meyer is a financial advisor based out of Muskegon, Michigan, with a total of 13 years of experience as a financial advisor. Meyer currently works for Braeburn Wealth Management, LLC. Throughout their career, they have worked at Rehmann Financial, Royal Alliance and Braeburn Wealth Management, LLC. Meyer holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Braeburn Wealth Management, LLC is a financial advisory business based in Muskegon, Michigan. It controls $208 million in assets across its 835 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 835 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types billed by Braeburn Wealth Management, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

111 West Western Avenue
Muskegon, MI 49442

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Braeburn Wealth Management, LLC Brokerage Details

Total Assets Under Management

$207,910,637

MI Average: $943,424,332
Total Number of Employees

5

MI Average: 21
Total Number of Accounts

835

MI Average: 1,586
Average Account Size

$248,995

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Melanie Meyer Work History

Melanie has 13 years of experience.

2013 - Present (8 years)

Braeburn Wealth Management, LLC

2011 - 2013 (2 years)

Braeburn Wealth Management, LLC

2010 - 2011 (1 year)

Royal Alliance

2007 - 2011 (4 years)

Rehmann Financial

Disclosures

Melanie Meyer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Braeburn Wealth Management, LLC

Michael Poland
Muskegon, MI
Melanie Meyer
Muskegon, MI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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