Mitchell Martin is a registered investment advisor at Oneascent Financial Services LLC, based in Nashville, TN, with 22 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,188 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent offers investment management services through Unified Managed Accounts and direct asset management. Fees generally range from 0.50% to 2.00% per year of the portfolio's value. These fees are negotiable and depend on factors like account size and complexity. Clients may also incur separate fees charged by overlay managers and third-party managers. Asset management for held away accounts generally varies from 0.50% to 1.00% per annum. Trading costs may vary from 0.02% to 0.15%.
Location
Loews Vanderbilt Plaza 2100 West End Avenue, Suite 660, Nashville, TN, 37206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell is an investment advisor representative and President of Stonebridge Investment Counsel, Inc. He dedicates about half of his time to this role.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
Asset & Financial Planning, LTD
Stonebridge Wealth Management
State Registrations2 states
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