Mitchell Voss
Mitchell Voss is a registered investment advisor at Mutual Advisors, LLC, based in Camarillo, CA, with 42 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
807 A Camarillo Springs Road, Camarillo, CA, 93012
Get directionsHistory
Regulatory History (1)
Regulatory
January 1996Other Business Activities
Mitchell is the owner and managing member of Voss Single Family Private Trust Co., LLC, manager at Mutual Ventures, LLC and Income Investment Group, LLC, and executive officer at Voss Investments, LLC. He is also a board member of Windy Hill Foundation, a charitable organization, and dedicates minimal time to this role.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Previous Registrations
Mutual Securities, INC.
Brokerage Administrators CorporationBroker
Fundmark Investment Company Services, INC.Broker
Fundmark Investment Company Services, INC.Broker
Fundmark Investment Company Services, INC.Broker
Hall & Company IncorporatedBroker
Jack White & CompanyBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
Jack White & CompanyBroker
Sutro & CO. IncorporatedBroker
San Diego Securities IncorporatedBroker
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.