Michael Mellberg Investment Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and general financial planning to individuals, high‑net‑worth individuals, corporations, business entities, and pension plans. Services are offered both as ongoing portfolio management (with implementation and trade execution delegated to a third‑party registered investment adviser) and as standalone financial planning and consulting engagements.
Its investment approach follows principles of Modern Portfolio Theory with a passive, asset‑class implementation using broadly diversified mutual funds and exchange‑traded funds (including strategies implemented with Dimensional and Vanguard funds), with periodic rebalancing. Client accounts are managed on a discretionary basis under a limited power of attorney and are custodied through institutional arrangements that the firm and its sub‑advisor use for trade execution and back‑office support.
A distinctive feature of the firm is its affiliation with an operating CPA practice, which may lead to recommendations for accounting or tax services and is disclosed as a potential conflict of interest; clients are not required to use the affiliated accounting services. The firm also discloses economic relationships with its sub‑advisor and participation in an institutional custodian program (including breakpoint discounts and other benefits), which it says are considered and disclosed as part of its fiduciary obligations.
Client services
Expertise
Fee options
$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
Main office
1755 East Plumb Lane, Suite 216
Reno NV 89502
Advisors at this office
1
Most active in
Nevada
Also doing business as
Michael Mellberg Cpa LLC · Michael Mellberg Investment Advisor
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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
Quick links
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