OUR ASSET MANAGEMENT SERVICE INCLUDES:
FIDUCIARY INVESTMENT MANAGEMENT
Design & implementation of customized investment strategies. With our preferred custodians, we will work by your side to include your expectations and secure your best interest.
ACCOUNTS INTEGRATION & SMART ACCESS
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ULTRA LOW MARGIN RATES / ZERO TRANSACTIONS COSTS / BANKING SOLUTIONS
Through our preferred custodians we can offer additional services like checking account, emission of a Visa Debit Card for your day-to-day cash management or usage ultra low margin loan interest rates to maximize your investments and liquidity needs while investing with zero or near zero transactions costs.
PREFERRED CUSTODIAN RECOMMENDATION
Just because your money in a particular financial institution does not mean you can gain advantage of the best options available. Key elements such as, cost-efficient trades, low margin rates, powerful trading platforms, market recognition and strong financial position, are essential in today’s competitive market.
EXPERTISE & CONTINUING EDUCATION
Investing takes time, knowledge and infrastructure. As fiduciary advisors we are responsible that you, the client, understand how to invest, what to invest and when. We will assist you, to make sound decisions.
HOW WE WORK
GENERAL INFORMATION
OBJECTIVE
Our Asset Management Service (AM) main objective is to provide a distinctive assistance through the development and management of investments portfolios that performs as desired while reducing your financial costs and mitigating your investment risks.
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WHY MELLIG GROUP
A trusted source of information, resources and solutions. Based on our expertise and capabilities we will review your current situation, provide recommendations, create plans for customized strategies and assist you in the day-to-day management, so you can rest assured your wealth is safeguarded and growing. We are a Registered Financial Advisor, regulated and supervised in the states of Florida and Texas. As your advisor we are required by law to act as a fiduciary, this means, always acting on your best interest before ours. We will make sure that whatever you have is the best.
RELATIONSHIP SIZE
Our Asset Management Service generally requires a minimum account size of $50,000 of Assets Under Management (AUMs). This relationship size minimum may be waived at the discretion of the Firm.
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OUR FEES
The annual investment management fee is based on a percentage of the assets under management according to your signed agreement. Mellig Group compensation is fee-based only, meaning that, we do not sell products or receive any compensation from any other source except from you.
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CUSTODY & BROKERAGE ACCOUNT
For your tranquility, Mellig Group has no custody of any of its clients assets. All accounts are always under the protection of our preferred broker/dealers & custodians. (i.e., Charles Schwab and Interactive Brokers). We encourage our clients to open a new brokerage account and work with our preferred broker/dealers & custodians, it will permit us to deliver the best overall experience for our clients.
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NON-US CITIZEN - YES, WE CAN ASSIST YOU
Mostly all international citizens can open a brokerage account. With our preferred broker/dealers & custodians we can help you set your brokerage account within a few days.
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WHY A FIDUCIARY FINANCIAL ADVISOR
A Fiduciary Financial Advisor (FFA) is equivalent to a nutritionist (i.e. an expert that recommend on matters of food and its impact on your health) but in relation to the financial world. Based on your specific needs, risk appetite, and expectations, a FFA's role is to recommend solutions available to ensure your financial wellness.