Melone Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$262,203,000
Clients
155
Advisors
2
of 4 employees
About
Melone Private Wealth, LLC is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans. The firm provides customized investment advisory services, project‑based and ongoing financial planning, and retirement plan advisory services designed to support fiduciary obligations under ERISA.
The firm constructs customized portfolios that blend active and passive strategies, primarily using ETFs, mutual funds, closed‑end funds and municipal securities, and generally pursues a long‑term investment horizon while allowing shorter‑term trades for rebalancing or tactical needs. MPW relies on fundamental analysis, conducts at least annual portfolio and planning reviews, and manages the majority of client assets on a discretionary basis (the brochure reports approximately $313.2 million in total AUM with most assets discretionary).
What is distinctive about the firm is that it sponsors a wrap fee program that bundles securities transaction costs into its advisory fee (disclosed as Appendix 1), a structure that the firm notes separately and that is uncommon among similar supported advisers. The brochure also discloses the firm’s institutional relationship with a national custodian that provides platform software and other economic benefits, and that advisory personnel are licensed insurance professionals who may receive separate commission‑based compensation, a potential conflict the firm identifies and discloses.
Client services
Expertise
Fee options
Fixed fees for financial planning typically range from $950 to $4,800 per engagement; ongoing financial planning fees typically range from $2,000 to $20,000 annually
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $8,000,000: 0.80% $8,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.50% $50,000,001+: 0.40%
Insurance commissions earned by Advisory Persons from selling insurance products; separate from advisory fees
Hourly fees for financial planning services range from $250 to $400 per hour; also hourly retirement plan advisory services up to $400 per hour
Account minimum: $500,000 (minimum relationship size, can be waived at sole discretion of Advisor) Fee-only: Financial planning services offered on hourly ($250-$400/hr), fixed fee ($950-$4,800 per engagement), or ongoing annual fee basis ($2,000-$20,000 annually, negotiable)
Main office
3121 University Drive, Suite 180
Auburn Hills MI 48326
Advisors at this office
2
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Branden C
CFP®, Series 65
Auburn Hills, MI
Melone Private Wealth, LLC
Branden Carney is a CFP® with 8 years of industry experience, currently serving as an advisor at Melone Private Wealth, LLC since 2020. His prior roles include positions at Portfolio Solutions LLC, Fratarcangeli Wealth Management, State Farm Insurance, and Plante Moran Financial Advisors. In addition to his advisory work, he engages in insurance sales. Melone Private Wealth, LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans by providing customized investment advisory and financial planning services. The firm constructs portfolios blending active and passive strategies, primarily using ETFs, mutual funds, closed-end funds, and municipal securities, with a focus on long-term investment horizons and discretionary asset management.
Louis M
CFP®, Series 63, Series 66
Auburn Hills, MI
Melone Private Wealth, LLC
Louis Melone is a CFP® with 30 years of industry experience, currently serving as an advisor at Melone Private Wealth, LLC since 2020. His prior experience includes roles at LPL Financial, Budd, Melone & Co. LLC, and Wells Fargo Advisors Financial Network. Outside of advising, he is an author working on a book. Melone Private Wealth, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized investment advisory and financial planning services, employing a blend of active and passive strategies with a long-term investment horizon, and manages most client assets on a discretionary basis.
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