Melodie Kay Ace
Investment Adviser Representative at CANOPY WEALTH MANAGEMENT
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 to $500,000 | 1.20% |
| $500,001 to $1,500,000 | 0.80% |
| $1,500,001 to $3,000,000 | 0.60% |
| $3,000,001 to $5,000,000 | 0.50% |
| More than $5,000,000 | 0.40% |
Firm-stated minimum; may be waived at the firm's discretion.
CANOPY WEALTH MANAGEMENT Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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