Michael Melby is a registered investment advisor at Pfg Advisors, based in Phoenix, AZ, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,586 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFG Advisors charges a fee for managing your investments, which includes advisory services, trade entry, and account maintenance. The fee is a percentage of the value of your portfolio and is typically charged quarterly. The specific fee and how it's charged will be detailed in your agreement. The fee can be fixed, variable (linear), or variable (tiered). PFG Advisors' representatives may negotiate the fee, but it can't exceed 1.95% of the value of your portfolio.
Location
3200 North Central Avenue, Suite 200, Phoenix, AZ, 85012
Get directionsHistory
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 →Other Business Activities
Michael is the CEO, CFO, and CIO of Cue Financial Group Inc., a registered investment advisor. He dedicates minimal time to this role.
Employment History
Current Registrations
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Foothill Securities, INC.Broker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
Value Equities CorporationBroker
Plenge, Thomas & Company, IncorporatedBroker
Rl Kotrozo and Company, INC.Broker
Plenge Thomas & Nofer IncorporatedBroker
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.