Melissa Vinick is a registered investment advisor at Marshfield Associates, based in Washington, DC, with 29 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 3,996 clients with $8.1B 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 $1.0M | 1.25% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Rates shown apply to portfolios with more than 60% allocated to equity securities. For portfolios with 60% or less in equities, the rate is 1.00% for accounts between $1 million and $10 million, and 0.90% for accounts of $10 million or more. Fees are negotiable.
Fee Estimator
Location
1330 Connecticut Ave Nw, Suite 400, Washington, DC, 20036
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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 →Employment History
Current Registrations
Marshfield Associates
Previous Registrations
Yogi Advisors, LLC
Bushido Capital Partners LLC
Yogi Advisors, LLC
Marshfield Associates
Ferris, Baker Watts Incorporated
State Registrations6 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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