Melissa Barkley is a CFP-designated registered investment advisor at Avidian Wealth Solutions, based in Birmingham, AL, with 12 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, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 1,895 clients with $4.8B 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 | 1.50% |
Maximum annual fee is 1.50%. Actual fees are negotiated and vary based on factors including account size, household relationships, and service complexity.
Fee Estimator
Location
Birmingham, AL
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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
Avidian Wealth Solutions
Previous Registrations
Linscomb Wealth, INC.
Linscomb & Williams
Bbva Wealth Solutions INC.
Fsc Securities Corporation
State Registrations1 state
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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