Melinda Davis is a CFP-designated registered investment advisor at Davis Wealth Advisors, based in Salem, NH, with 16 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 85 clients with $160M 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 | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
In addition to the investment management fee, there is also a fixed financial planning fee that ranges from $5,000 to $60,000 per year. The minimum annual fee for wealth management services is $12,000, which includes both the investment management and financial planning fees.
Fee Estimator
Contact
Melinda Davis
Location
12 Stiles Road, Suite 203, Salem, NH, 03079
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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
Davis Wealth Advisors
Previous Registrations
Northstar Financial Planning, INC.
Prudential Financial Planning Services
Morgan Stanley & CO. Incorporated
Morgan Stanley
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.
Exams
Additional Information
Melinda Davis has a passion for helping successful families create financial security and peace of mind, so they can spend more time doing the things they love. After having a bad advisor experience in her 20’s while she was working in corporate finance, she switched careers to devote her time to giving unbiased advice and providing education to individuals and families with complex financial planning and investment management needs.