Sharon Melville
Sharon Melville is a registered investment advisor at Silver Oak Securities, INC., based in Salt Lake City, UT, with 25 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
2150 S. 1300 E., Suite 500, Salt Lake City, UT, 84106
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharon operates TruNorth Investment Management as an independent financial advisory practice and sells insurance and fixed annuity products through Highland Capital Brokerage, dedicating full-time hours to this. She also owns Sock Monkeys LLC and Big Blue Clan LLC for real estate holdings, spending minimal time on these ventures.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Ek Riley Investments, LLC
Ek Riley Investments, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Lombard Securities IncorporatedBroker
First Union Brokerage Services, INC.Broker
First Fidelity Brokers, INC.Broker
Baltimore Bancorp Investment Services, INC.Broker
Invest Financial CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Gna Securities, INC.Broker
Investors Brokerage Services, INC.Broker
United Pacific Financial Services, INC.Broker
Crossland Investor Services CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.