Michael Mellberg Investment Advisor offers investment management and general financial planning to individuals and families, using Wealth Management as a third-party portfolio manager. A general retirement plan is provided at no additional cost. Clients can also purchase standalone financial planning services, including retirement, tax, estate, insurance, investment, education, and elder care planning. MMC does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$5.1M
Clients11
Advisors1
Avg. per Client$460K
Avg. per Advisor$5.1M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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