Melissa Laffer is a CFA-designated registered investment advisor at Barksdale Investment Management, based in Nashville, TN, with 8 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 54 clients with $3B 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 $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Schedule reflects Equity and Balanced portfolios. Fixed Income Investment Grade schedule is: 0.25% on the first $10 million, 0.23% on the next $15 million, and negotiable above $25 million. High-Yield schedule is a flat 0.50%. Fees are negotiable.
Fee Estimator
Location
40 Burton Hills Blvd, Suite 230, Nashville, TN, 37215-6104
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 →Employment History
Current Registrations
Barksdale Investment Management
State Registrations1 state
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.
Exams
More Advisors
- Ellen Carr, CFABarksdale Investment Management
- Andrew Forsyth, CFABarksdale Investment Management
- Nathaniel Grant, CFABarksdale Investment Management
- Stephen Zurlo, CFABarksdale Investment Management
- Regan Flaherty, CFPProathlete Wealth Management LLC
- Kyle Mcfarland, CFPThe Burney Company