Jeff Mitchell
Jeff Mitchell is a registered investment advisor at Ae Wealth Management, LLC, based in Okatie, SC, with 20 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
Okatie, SC
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Regulatory History (1)
Regulatory
August 2020Other Business ActivitiesSells Insurance
Jeff is the CEO of Monolith Financial, where he focuses on insurance sales, dedicating full-time hours to this role. He also works as a coach for AFEA, an educational organization, spending minimal time on this activity.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Jcg Investments, LLC
Crossroads Capital Management, INC.
Horter Investment Management, LLC
Advantage Capital CorporationBroker
PFS Investments INC.Broker
State Registrations3 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.
Exams
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