Jeremy Mellberg
Jeremy Mellberg is a registered investment advisor at Ocotillo Wealth Management LLC, based in Scottsdale, AZ, with 9 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 38 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ocotillo Wealth Management offers investment management services where they make investment decisions for you. The annual fee will not exceed 1.00% and is negotiable. Accounts within the same household may be combined for a reduced fee. Fees are billed monthly based on the value of your portfolio at the end of each month. Ocotillo may use sub-advisors, which will result in additional fees ranging from 0.30% to 0.75%.
Location
5635 N. Scottsdale Rd., Suite 170, Scottsdale, AZ, 85250
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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
Jeremy is a managing member and insurance agent at Ocotillo Financial, LLC, dedicating about half his time to insurance sales. He also works as an engineer for the City of Phoenix, spending about a quarter of his time on this non-investment related role.
Employment History
Current Registrations
Ocotillo Wealth Management LLC
Previous Registrations
Secure Investment Management, LLC
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.