BNY Mellon Review


Trust Score 84%
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BNY Mellon, federally registered in 1997, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 266 advisors. BNY Mellon manages $2 billion and provides investment advisory services for 3,692 clients (1:14 advisor/client ratio).

Fees may vary. Please contact advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 14 clients (industry average 1:50)

Considerations


  • Firm has a disciplinary history
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary. Please contact advisor.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $413,070
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $2 billion
Advisor / Client Ratio 1:14
Headquarters New York, NY
SEC Filings Forms and Brochures


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