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Chad Mello

Advisor at CCM Investment Management, LLC

Updated today

Location

New Bedford, MA 02744

Credentials

CFA®, Series 66

Industry experience

17 years

About

Chad Mello is a CFA® charterholder with 17 years of industry experience. He is a principal at CCM Investment Management, LLC and has worked at Integrated Insurance Services, Inc. since 2019 and at SII Investments, Inc. from 2008 to 2018. Mello is also the owner of an insurance brokerage that receives trail commissions from prior sales but does not engage in new policy sales. CCM Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs strategic asset allocation with a focus on passive ETFs, third-party model portfolios, and quantitative tactical management within a broad investable universe that includes fixed income, real estate funds, annuities, and non-U.S. securities.

Client services

Based on CCM Investment Management, LLC

Financial planning Portfolio management Insurance sales

Expertise

Based on CCM Investment Management, LLC

Real estate investing Annuities

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Fee options

Percentage

$0 - $50,000: 1.45% $50,000.01 - $250,000: 1.30% $250,000.01 - $500,000: 1.15% $500,000.01 - $1,000,000: 0.95% $1,000,000.01 - $2,000,000: 0.75% $2,000,000.01 - $5,000,000: 0.60% $5,000,000.01+: 0.45%

Commissions

Compensation received for sale of non-variable life insurance, non-variable annuities and other life/health insurance products; no commissions on mutual funds, variable insurance products, or other securities.

Project-based

$150/hour for financial planning services

Other

Account minimum: $100,000

Location

651 Orchard St., Suite 204 A

New Bedford, MA 02744

Most active in

Massachusetts · Rhode Island

Work history

Integrated Insurance Services, Inc.

2019 - Present (7 years)

CCM Investment Management, LLC

2018 - Present (8 years)

SII Investments, Inc

2008 - 2018 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Income planning General tax planning Wealth management
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