Mitchell Falter is a CFP-designated registered investment advisor at Reframe Wealth, LLC, based in Fairfax, VA, with 27 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 235 clients with $390M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable at the sole discretion of ReFrame Wealth. The firm generally enforces a $6,000 minimum annual fee.
Fee Estimator
Location
3251 Blenheim Boulevard, Suite 502, Fairfax, VA, 22030
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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 →Employment History
Current Registrations
Reframe Wealth, LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Nationwide Investment Services CorporationBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations2 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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