Steven Mitchell is a CFP-designated registered investment advisor at Main Street Financial Advisors, based in Justin, TX, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $4.5M 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 $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $200K | 1.25% |
| $200K - $700K | 1.00% |
| $700K - $1.0M | 0.90% |
| $1M+ | 0.80% |
If Client is predominantly in fixed income, mutual funds, or some form of sub-account, a lesser percentage may be negotiated. The Client may take advantage of lower fees by using account aggregation. There can also be a negotiated rate, fee, or retainer should the Client choose.
Fee Estimator
Location
Justin, TX
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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
Main Street Financial Advisors
Previous Registrations
Primevest Financial Services, INC.
Lincoln Financial Advisors Corporation
State Registrations1 state
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