Michael Edberg
Michael Edberg is a CFA-designated registered investment advisor at Millennium Investment and Retirement Advisors, LLC, based in Bethesda, MD, with 13 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 613 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% annual Advisory Service Agreement fee is negotiable. Current client relationships can exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Bethesda, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a volunteer treasurer and board member of a non-profit providing interest-free loans, dedicating minimal time to this activity. He is also a member of a human resource professional organization, but spends no time on it.
Employment History
Current Registrations
Millennium Investment and Retirement Advisors, LLC
Previous Registrations
Independent Financial Group, LLCBroker
Plotkin Financial Advisors, LLC
J.M. Edberg Investment Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.