Michael Mellberg is a registered investment advisor at Michael Mellberg Investment Advisor, based in Reno, NV, with 5 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 11 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $200K | 1.30% |
| $200K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees are negotiable at the discretion of Michael Mellberg CPA LLC.
Fee Estimator
Location
1755 East Plumb Lane, Suite 216, Reno, NV, 89502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Michael owns 100% of Michael Mellberg CPA LLC, an accounting business providing tax services, tax planning, payroll, compilation, and bookkeeping services. He spends nearly full-time in the accounting division, but this will be modified when he is licensed to advise on investment matters.
Employment History
Current Registrations
Michael Mellberg Investment Advisor
State Registrations1 state
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