David Melling
David Melling is a registered investment advisor at Jasmijn Capital Management, LLC, based in Highland, UT, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 267 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jasmijn Capital Management manages investment portfolios through its Advisor Managed Portfolios program. The fee is calculated quarterly based on the average daily value of your account. The fee will not exceed 3% annually.
The maximum annual fees are:
- Up to $750,000: Up to 1.95%
- $750,001 to $1,250,000: Up to 1.75%
- $1,250,001 to $2,000,000: Up to 1.50%
- $2,000,001 to $25,000,000: Up to 1.25%
- Over $25,000,001: Up to 0.80%
For non-discretionary accounts, the firm charges a flat fee of up to 1.8% of assets under management.
Location
5917 W 10925 N, Highland, UT, 84003
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business ActivitiesSells Insurance
David is an insurance agent. The filing does not specify the types of insurance sold or time commitment.
Employment History
Current Registrations
Jasmijn Capital Management, LLC
Previous Registrations
Agilis Wealth Management
Agilis Wealth Management
Agilis Wealth Management,llc
Agilis Wealth Management,llc
Agile Capital Management, LLC
Agile Capital Management, LLC. (DBA Personal Benefit Services)
Personal Benefit Financial
Personal Benefit Services of Colorado, INC.
Royal Alliance Associates, INC.
Personal Benefit Services of Colorado
Royal Alliance Associates, INC.Broker
State Registrations4 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.