Mitchell Thompson
Mitchell Thompson is a CFP-designated registered investment advisor at Mjt & Associates Financial Advisory Group, INC., based in Montevideo, MN, with 12 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 317 clients with $200M 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 $250K | 1.40% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Contact
Mitchell Thompson
Location
1315 Grove Ave, Suite 5, Montevideo, MN, 56265
Get directionsHistory
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 a licensed insurance agent since 2000, servicing legacy clients and providing insurance analysis, dedicating a few hours per week. Mitchell also works as a consultant for CDFA Bridge Consulting Group LLC, assisting married couples with the financial aspects of divorce, also dedicating a few hours per week.
Employment History
Current Registrations
Mjt & Associates Financial Advisory Group, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Gen Financial Management INC.
State Registrations1 state
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