Melissa Holling
Melissa Holling is a registered investment advisor at Davidson Investment Advisors, INC., based in Spokane, WA, with 33 years of industry experience. Melissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,407 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
Rates vary by strategy. Equity Income: 0.50%; Multi-Cap Equity: 0.65%; Intermediate Taxable Fixed Income: 0.35%; Intermediate Municipal Fixed Income: 0.25%. Fees for assets above $10 million are negotiable.
Fee Estimator
Location
601 W. Main Ave, Suite 1300, Spokane, WA, 99201
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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 Activities
Melissa serves as the Interim Mayor for the Town of Spangle, WA, overseeing meetings and having check signing authority. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Davidson Investment Advisors, INC.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Nelson Securities,inc.Broker
State Registrations24 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.
Exams
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