Michael Mellberg
Advisor at Michael Mellberg Investment Advisor
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Michael Mellberg Investment Advisor
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Reno, NV 89502
Credentials
Series 65
Industry experience
5 years
Michael Mellberg is a financial advisor at Michael Mellberg Investment Advisor in Reno, NV, holding a Series 65 designation with five years of industry experience. He previously worked at Larry Bigler CPA, Inc. and Bigler and Mellberg CPAs, Inc., and currently owns and operates Michael Mellberg CPA LLC, an accounting firm offering tax and bookkeeping services. Michael Mellberg Investment Advisor provides discretionary portfolio management and financial planning to individual, business, and retirement-plan clients. The firm uses a passive, Modern Portfolio Theory-based investment approach implemented by a third-party registered investment adviser and serves as a fiduciary for retirement accounts.
Based on Michael Mellberg Investment Advisor
Based on Michael Mellberg Investment Advisor
$0 - $99,999: 1.50% annually $100,000 - $199,999: 1.30% annually $200,000 - $499,999: 1.00% annually $500,000 - $749,999: 0.90% annually $750,000 - $999,999: 0.80% annually $1,000,000 - $1,999,999: 0.70% annually $2,000,000 - $2,999,999: 0.60% annually $3,000,000 - $3,999,999: 0.50% annually $4,000,000+: 0.40% annually
$350 per hour
1755 East Plumb Lane, Suite 216
Reno, NV 89502
Nevada
Michael Mellberg CPA LLC
2020 - Present (6 years)
Bigler and Mellberg CPAs, Inc.
2018 - 2020 (2 years)
Larry Bigler CPA, Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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