Melinda Davis
Melinda Davis is a CFP-designated registered investment advisor at Cornerstone Wealth Planning, based in New Gloucester, ME, with 29 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 194 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cornerstone Wealth Planning's investment management fees are negotiated and paid quarterly in advance, based on the value of your portfolio. Fees will generally not exceed 1.5%. The fee covers advisory services and transaction costs, but not the expenses charged by the mutual funds or ETFs in your portfolio.
Location
49 Farm View Dr., Suite 302, New Gloucester, ME, 04260
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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.
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Melinda operates Cornerstone Wealth Planning as a DBA for her LPL business and provides investment advisory services through it, dedicating nearly full-time hours to this. She also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
Cornerstone Wealth Planning
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Bancnorth Investment Group, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Compulife Investor Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations5 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.