Mitchell Martin is a CFP-designated registered investment advisor at Mitchell Advisory INC, based in Reston, VA, 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25 clients with $94M 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 $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.50% |
Rates reflect the quarterly billing schedule (0.25% on first $500K, 0.20% on next $1M, 0.125% thereafter annualized to 1.0%, 0.8%, and 0.5%). Firm also offers an alternative semiannual schedule with rates of 0.75%, 0.60%, and 0.375% respectively. Subject to an annual minimum of $2,000 and a maximum of $12,000. An initial setup fee of 0.5% or $500 (whichever is greater) applies.
Fee Estimator
Contact
Mitchell Martin
Location
11710 Plaza America Drive, Suite 2000, Reston, VA, 20190
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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 →Other Business Activities
Mitchell is a 50% owner and president of a bagel cafe run by his wife, overseeing the company's finances since 1994. This requires about 10-20% of Mitchell's time, primarily during non-trading hours.
Employment History
Current Registrations
Mitchell Advisory INC
Previous Registrations
Mitchell Advisory INC
State Registrations1 state
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
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