Gregory Melvin is a CFA-designated registered investment advisor at Dartmouth Capital Advisors, INC., based in Naples, FL, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Fees are negotiable. There is a $2,000 per month minimum fee, which is often waived for smaller accounts. Several family and friends have all fees waived.
Fee Estimator
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a director at First National Bank, dedicating minimal time each month. He is also the President of Dartmouth Capital Advisors, Inc., spending about 20 hours per month on this role.
Employment History
Current Registrations
Dartmouth Capital Advisors, INC.
Previous Registrations
C.S. Mckee, L.P.
Dartmouth Capital Advisors, INC.
State Registrations1 state
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