Investher Fiduciary Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
InvestHER Fiduciary Solutions primarily serves employer‑sponsored retirement plans and other pooled or institutional assets, while also offering financial planning and implementation services for business owners, retirees, and plan participants. The firm provides fiduciary advisor services for ERISA plans, participant education and enrollment support, and access to portfolio management through a strategic partnership with StreamSong Advisors.
The firm works by providing fiduciary oversight, investment selection and monitoring, and periodic plan reviews, supported by third‑party research and asset allocation tools. For managed portfolios it relies on StreamSong for discretionary trading and proxy voting, and it supplements plan services with participant workshops and individualized financial planning advice.
Compared with many investment managers, InvestHER combines consulting and retirement fiduciary services with an in‑house licensed insurance agency that places insurance‑based products for commissions and implements client solutions. It also offers a range of billing arrangements beyond typical percentage‑of‑AUM fees — including hourly, flat, and retainer options — and emphasizes participant education and guaranteed investment products for certain services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee for comprehensive financial plans, with payment options including 50% deposit upfront and balance on delivery or full payment in advance with discount.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Commissions earned from insurance-based products.
Hourly consulting fees charged based on time spent providing advice and services.
Fee-only: Hourly consulting fees billed for actual hours worked; flat fees for comprehensive financial plans with proprietary calculation based on time and complexity; retainer fees for ongoing access to services.
Main office
See office2905 E Point Street, #91589
Atlanta GA 30344
Advisors at this office
1
Offices (2)
Most active in
Georgia
Also doing business as
Investher Fiduciary Solutions, LLC · Melissa L George · Melissa L George & Associates, LLC · Melissa L. George & Associates, LLC · Melissa L. George Bailey · Mga Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Melissa G
Series 63, Series 65
Atlanta, GA
Investher Fiduciary Solutions, LLC
Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.
Porsche L
Series 63, Series 65
Atlanta, GA
Investher Fiduciary Solutions, LLC
Porsche Love is a financial advisor with InvestHER Fiduciary Solutions, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Equity Services Inc, National Life Group, MassMutual Life Insurance, and AXA Advisors. Outside of her advisory work, she is involved in public speaking and writing on home ownership and financial literacy. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets while providing financial planning and implementation services for business owners, retirees, and plan participants. The firm offers fiduciary oversight, investment selection, participant education, and access to portfolio management through a partnership with StreamSong Advisors.
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