Mitchell Pinheiro
Mitchell Pinheiro is a CFA-designated registered investment advisor at Legacy Investment Advisors, LLC, based in Voorhees, NJ, with 40 years of industry experience. Mitchell 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 59 clients with $27M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
603 Sheppard Road, Voorhees, NJ, 08043
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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 →Employment History
Current Registrations
Legacy Investment Advisors, LLC
Sturdivant & CO. INCBroker
Previous Registrations
Legacy Investment Advisors, LLC
Costello Asset Management, INC.
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Imperial Capital Asset Management LLC
Imperial Capital, LLCBroker
Janney Montgomery Scott LLCBroker
State Registrations2 states
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.