Lawson Mitchell
Lawson Mitchell is a registered investment advisor at Strategic Advisers LLC, based in Warwick, RI, with 9 years of industry experience. Lawson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Warwick, RI
Get directionsHistory
Regulatory History (2)
Financial
May 2020Financial
June 2019Employment History
Current Registrations
Citizens Securities, INC.Broker
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Citizens Securities, INC.
Santander Securities LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Signator Investors, INC.Broker
H&r Block Financial Advisors, INC.Broker
Quick & Reilly, INC.Broker
State Registrations52 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.