Melissa Kielberg
Melissa Kielberg is a registered investment advisor at Delta Investment Management, LLC, based in San Ramon, CA, with 17 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, Investment Management, Retirement Planning. Their firm serves 1,099 clients with $860M 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 | 1.85% |
Fees range from 1.00% to 1.85% based on the scope and complexity of services, account size, use of third-party strategies, and account history. Fees are negotiable in limited circumstances.
Fee Estimator
Location
San Ramon, CA
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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 →Other Business ActivitiesSells Insurance
Melissa is registered as an insurance agent with various companies, selling life insurance. This activity requires minimal time.
Employment History
Current Registrations
Delta Investment Management, LLC
Previous Registrations
Prosperity Financial Group, 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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