Todd Mitman
Todd Mitman is a registered investment advisor at Kestra Advisory Services, LLC, based in Atlanta, GA, with 25 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
800 Mount Vernon Hwy NE, Suite 350, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business Activities
Todd is the president of Mitman, Reese and Associates, a business established to help manage practice payroll, and president of TMJR Holdings LLC, a real estate holding company. He is also an owner of Element Wealth Advisors and Mitman, Reese and Associates, and a financial advisor with Kestra Advisory Services, all related to investment activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations27 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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