Barry Mitchell
Barry Mitchell is a registered investment advisor at Next Level Private LLC, based in Harrison, NY, with 37 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 691 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Next Level Private charges a percentage of your portfolio's value each quarter for investment management. The annual fee ranges from 1.00% to 1.50%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Next Level Private. Fees may be negotiable. Some clients may be offered a fixed quarterly fee.
Location
500 Mamaroneck Avenue, Suite 501, Harrison, NY, 10528
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2008Customer Dispute
March 2008Customer Dispute
October 2002Customer Dispute
August 1994Other Business ActivitiesSells Insurance
Barry is a licensed insurance professional at the same address as his advisory business, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Next Level Private LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Dean Witter Reynolds INC.Broker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.