Melissa Ann Lamarche

13 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningReal Estate InvestingBusiness OwnersHigh Net Worth

Johnson Bixby

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

755 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$789.5M

Fee Structure

Minimum Investment:$5K

Financial Planning:Included in AUM fee

Location

275 West Third Street, Suite 600, Vancouver, WA, 98660

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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.

Other Business Activities

Melissa is the Chief of Staff at Johnson Bixby & Associates, a Registered Investment Advisor. This role requires nearly full-time commitment, with 85 hours spent during trading hours.