Milton Berg Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Investment Manager
May not manage individual clients
Clients per advisor
0
Average account size
—
About
The firm operates as an independent research provider that offers subscription-based newsletters and market commentary aimed at retail and high-net-worth subscribers rather than providing individualized portfolio management. Its periodicals include commentary, answers to subscriber questions, and disclosures of the firm’s proprietary trading activity and backtested model performance.
MB Edge’s research emphasizes technical, charting, and cyclical analysis drawn from a proprietary multi-decade database and presents a simplified risk-on/risk-off model that uses S&P 500 ETFs (SPY and VOO) for equity exposure and short-term U.S. Treasury money market funds for risk-off allocations. The newsletters are impersonal in nature; subscribers decide whether to act on the research and the firm does not provide ongoing discretionary investment supervision, custody, or brokerage recommendations.
What distinguishes the firm from many investment managers is its business model and disclosures: it is funded through subscription fees and publishes periodicals and model performance—features that are uncommon among peer investment-manager firms—and it does not charge or rely on percentage-of-assets-under-management fees. The firm is led by a sole managing owner with long buy-side experience and professional credentials, and it positions its output as educational market research rather than tailored investment advice.
Client services
Newsletters or periodicals
Publish investment research reports (tech. analysis, mkt comment, security & asset class, etc); research client specific topics
Publish investment research reports (tech. analysis, mkt comment, security & asset class, etc); research client specific topics
Expertise
Active portfolio management
Fee options
$10.00 per month or $100 per annum
Main office location
Milton Berg Advisors LLC
Parkland FL, United States
Number of offices
1
Most active in
Milton Berg Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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