Melvin Danson
Melvin Danson is a registered investment advisor at Baring Financial LLC, based in Bellingham, WA, with 14 years of industry experience. Melvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 483 clients with $210M 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 |
|---|---|
| Any | 1.20% |
Maximum annual fee is 1.3%, but clients using Charles Schwab pay no more than 1.2%. Fees are negotiable.
Fee Estimator
Location
306 N Commercial St, Bellingham, WA, 98225
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 →Other Business ActivitiesSells Insurance
Melvin is an insurance agent since 2012 and owner of Logan Danson LLC since 2015, dedicating nearly full-time hours to the LLC. He also manages a trust, spending about 10-20% of his time on it.
Employment History
Current Registrations
Baring Financial LLC
Previous Registrations
Waddell & Reed
First Allied Advisory Services, INC.
State Registrations2 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.