Mitchell Freedman is a registered investment advisor at Strait & Sound, based in Bellevue, WA, with 25 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 243 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.30% |
| $600K - $1.2M | 1.10% |
| $1.2M - $2.4M | 1.00% |
| $2.4M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees for assets over $10,000,000 are negotiable. Lower fees may also be negotiated for friends, family, business beneficiaries, or clients with reduced service scope and complexity.
Fee Estimator
Location
Bellevue, WA
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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
Mitchell owns an accounting office since 1995. This takes about a quarter of his time, some of which will be during securities trading hours.
Employment History
Current Registrations
Strait & Sound
Previous Registrations
Genter Advisors 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.
Exams
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