Melissa Carol Holling

Davidson Investment Advisors, INC.

32 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Davidson Investment Advisors, INC.

Compensation

Fee-Only (AUM)

Firm Size

18 advisors

Number of Clients

4,203 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$4.8B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $10.0M	0.50%
$10M+	0.50%

Fees negotiable for accounts above $10m for Equity Income Strategy.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

601 W. Main Ave, Suite 1300, Spokane, WA, 99201

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History

Regulatory History

Clean regulatory record

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.

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.