PRIVATE WEALTH MANAGEMENT

Imagine us as your Chief Financial Officer.

Professional assistance designed to manage multiple financial institutions, investments portfolios and assets. A proactive approach to manage your wealth and legacy. Specifically oriented to high-net worth individuals and families who need the coordination, specialization and counsel of a trusted team of professionals. 

OUR PRIVATE WEALTH MANAGEMENT SERVICE INCLUDES: 

FIDUCIARY INVESTMENT MANAGEMENT

Design & implementation of customized investment strategies. No matter the financial institutions or custodians, we will work by your side to include your expectations and secure your best interest.

ACCOUNTS INTEGRATION & SMART ACCESS

Tired of having to log-in into multiple webpages to get a grasp of your wealth? 

Access all your financial information in a single place. Manage your wealth easier & smarter. With Mellig Online you can consolidate all your investments portfolios, bank accounts, credit cards, retirement plans, and assets without having to log-in into multiple web pages.

ULTRA LOW MARGIN RATES / ZERO TRANSACTIONS COSTS

Through our preferred custodians we can offer additional services like the usage of ultra low margin loan interest rates to maximize your investments and/or manage you liquidity needs. In addition, investing activities can be performed with zero or near zero transactions costs. 

INTEGRAL STATEMENT REPORT

Review your wealth starting from an aggregate view up to the details of each investment. With an aggregated view of your wealth you can have a clear understanding of your assets and liabilities, an easy perspective to evaluate concentration and risks.

PERFORMANCE REVIEW

Our performance review report will permit you review the performance of your assets from the macro level (aggregated view) to an individualized standpoint. Get a sense of what is performing well and what is underperforming.

BANKING / CUSTODIAN RELATIONSHIP MANAGEMENT

Tired of dealing with un-experienced bankers?  We will deal with your banking - custodians’ relationships, so you do not have to worry. We will go through the hassle of the paperwork and assist you all the way. 

FEES CONTROL & EVALUATION

Comprehensive review of your fees structure. Most of the time, investors do not realize the hidden fees and associated costs of investments. Our detailed review will bring transparency to your finances and a sense of how much in fees is adequate.

INVESTMENT DIAGNOSTICS

Detailed reports with a comprehensive review of investments. Whether is a brokerage account with an investment portfolio, a real estate purchase, or a business acquisition, our consultative background allows us to evaluate and consider the benefits and disadvantages associated to that investment.

HOW WE WORK

GENERAL INFORMATION

OBJECTIVE

Our Private Wealth Management Service (PWM) main objective is to provide you peace of mind through a trusted source of professional counsel and an effective management of your wealth. 

WHY MELLIG GROUP

Imagine us as your Chief Financial Officer (CFO), a trusted source of information and resources. Based on our expertise and capabilities we will provide professional assistance designed to manage multiple financial institutions, investments portfolios and assets. A proactive consultative approach to manage your wealth and legacy. Specifically oriented to high-net worth individuals and families who need the coordination, specialization, and counsel of a trusted team of professionals.

RELATIONSHIP SIZE

Our PWM Service generally requires a minimum account size of $2,000,000 of Assets Under Management (AUMs). This can include multiple accounts within multiple custodians. This relationship size minimum may be waived at the discretion of the Firm. 

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.

CUSTODY & BROKERAGE ACCOUNTS

Our PWM Service is capable to work with any financial institution or custodian at your discretion. For your tranquility, Mellig Group has no custody of any of its clients' assets. In these cases, we will act under a Limited Power of Attorney (LPOA) -which give us the capacity to trade on your behalf and request information of your accounts- limiting the capability to move cash or assets outside the account without your permission, so you can rest assured your wealth is protected and your financial relationships will be kept on the best terms. Also, 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. 

NON-US CITIZEN - YES, WE CAN ASSIST YOU

Mellig Group core clientele are international clients with assets and portfolios in the United States. We will bring our expertise so you can use the most effective tools available to manage your wealth in a cost-efficient environment with the best investment products. No more hidden fees and expensive financial products.  

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. Mellig Group is an independent 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.