MV
MV

Melissa Vinick

28 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
4,384 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$7.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.25%
$10M+1.00%

Fee schedule applies to accounts with more than 60% allocated to equity securities. Lower fees apply to accounts with 60% or less allocated to equity securities: 1.00% for accounts from $1 million - $10 million and 0.90% for accounts of at least $10 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

21 Dupont Circle Nw, Suite 500, Washington, DC, 20036

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Marshfield Associates
September 2009 - Present · 16 yrs 5 mos
Previous Registrations
Yogi Advisors, LLC
March 2011 - December 2018 · 7 yrs 9 mos
Bushido Capital Partners LLC
September 2009 - March 2019 · 9 yrs 6 mos
Yogi Advisors, LLC
July 2009 - July 2009 · 0 mos
Marshfield Associates
January 1997 - July 2009 · 12 yrs 6 mos
Ferris, Baker Watts Incorporated
January 1997 - September 2007 · 10 yrs 8 mos
State Registrations6 states
CADCMDMNPAVA
Advisor
Exams
No exam information available for this advisor.