William Mitchell is a registered investment advisor at V.M. Manning & CO., INC., based in Greenville, SC, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 75 clients with $130M 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% |
Typical fee is between 1.00% and 1.50% annually. The fee is negotiable but will not be higher than 3% annually.
Fee Estimator
Location
211 E. Washington St, Suite B, Greenville, SC, 29601
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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
V.M. Manning & CO., INC.
Previous Registrations
Whm Capital Advisors, LLC
Wells Fargo Advisors, LLC
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.