Mitchell Zides
Mitchell Zides is a CFP-designated registered investment advisor at Constant Guidance Financial, LLC, based in North Attleboro, MA, with 19 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 246 clients with $170M 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 | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
1 North Ave, North Attleboro, MA, 02763
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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 self-employed, licensed real estate agent since March 2015. This activity is not investment-related and takes about 10-20% of Mitchell's time.
Employment History
Current Registrations
Constant Guidance Financial, LLC
Previous Registrations
Pioneer Institutional Asset Management, INC.
Pioneer Investment Management, INC.
John Hancock Advisers, LLC
Sovereign Asset Management Corporation
State Registrations3 states
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