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Tyrone Mitchell

17 Years of Experience
Columbia, SC

Tyrone Mitchell is a registered investment advisor at Ts. Mitchell Financial, LLC., based in Columbia, SC, with 17 years of industry experience. Tyrone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 28 clients with $3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$107K average
Assets Under Management
$3.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.65%
$100K - $250K1.50%
$250K - $400K1.35%
$400K - $500K1.20%
$500K - $2.0M1.00%
$2M+1.00%

Fees are negotiable. TSMFLLC may also charge a one-time initial consulting fee of up to 1% upon the initial investment in an account, and upon any additional investment in an account of $2,000 or more.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Columbia, SC

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Tyrone operates TS Mitchell Financial, LLC, providing investment services, dedicating nearly full-time hours during trading. He also uses the same DBA for tax preparation services, spending variable time on this activity during tax season.

Employment History
Current Registrations
Ts. Mitchell Financial, LLC.
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Cetera Investment Advisers LLC
May 2008 - December 2014 · 6 yrs 7 mos
State Registrations2 states
NYSC
Advisor

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
No exam information available for this advisor.
Tyrone Mitchell - Financial Advisor | TrueAdvisor