Robert Melberth
Robert Melberth is a registered investment advisor at Melberth Capital, based in Sarasota, FL, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $15M 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 | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
1999 Main Street, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2024Customer Dispute
June 2024Customer Dispute
October 2022Customer Dispute
September 2022Customer Dispute
September 2022Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Robert is involved in several outside business activities, including managing hot food vending machines, serving as VP of a homeowners association, consulting, aviation sales, medical sales, and running a wireless plan reseller company. He also sells fixed life insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Melberth Capital
Previous Registrations
Emerson Equity LLCBroker
Aegis Capital CORP.
Aegis Capital CORP.Broker
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Spc
Sigma Financial CorporationBroker
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.