MD
MD
Melissa Davis
15 Years of Experience
Idaho Falls, ID
1 Disclosure
Melissa Davis is a registered investment advisor at Straight Line Investment Group, LLC, based in Idaho Falls, ID, with 15 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 107 clients with $50M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
107 clients
Average Client Portfolio
$464K average
Assets Under Management
$49.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1075 S Utah Avenue #351, Idaho Falls, ID, 83402
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2017Final
Employment History
Current Registrations
Straight Line Investment Group, LLC
May 2013 - Present · 13 yrs
Previous Registrations
Investor Fan
February 2013 - March 2013 · 1 mo
Strategic Capital Alternatives
April 2012 - February 2013 · 10 mos
Ameriprise Financial Services, INC.
May 2010 - September 2011 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
March 2010 - September 2011 · 1 yr 6 mos
State Registrations2 states
IDNV
Advisor
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
No exam information available for this advisor.