Melissa Bouchillon
Melissa Bouchillon is a CFP-designated registered investment advisor at Sound View Wealth Advisors Group, LLC, based in Savannah, GA, with 22 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 950 clients with $2.3B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
The percentage for the highest tier achieved applies to all managed assets. Legacy clients may be subject to different schedules, and fees are subject to negotiation based on relationship size, complexity, and services rendered.
Fee Estimator
Location
1 Skidaway Village Walk, Suite 201, Savannah, GA, 31411
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 Activities
Melissa is a director for the Landings Military Relief Fund, a charitable organization helping military families, and a committee member for the Savannah Music Festival, assisting with program development and fundraising. She dedicates minimal time to each of these roles.
Employment History
Current Registrations
Sound View Wealth Advisors Group, LLC
Previous Registrations
Sound View Wealth Advisors, LLC
Sound View Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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
More Advisors
- Mark Silvers, CFPSound View Wealth Advisors Group, LLC
- Joshua Hegland, CFPSound View Wealth Advisors Group, LLC
- Oscar Ham, CFPSound View Wealth Advisors Group, LLC
- Kelly Bouchillon, CFPSound View Wealth Advisors Group, LLC
- Marvin Jackson, CFPAbacus Wealth Factors, LLC
- Justin Parker, CFPMorgan Stanley