Mitchell Rubin
Mitchell Rubin is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Boca Raton, FL, with 29 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B 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 | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
2600 North Military Trail, Suite 420, Boca Raton, FL, 33431
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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 ActivitiesSells Insurance
Mitchell is involved in various business activities, including providing securities and investment advisory services through Prowealthone (taking up nearly all of his time), serving as a corporate officer for Mitchell G. Rubin Inc and Select Pension Strategies, Inc, and owning BPG Premium Funding, LLC, an insurance-related entity. He also dedicates time to a foundation, political action committee, equestrian sports, real estate, and a small business council.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Metlife Securities INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
State Registrations26 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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