Samuel Mitchell
Samuel Mitchell is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Plano, TX, with 20 years of industry experience. Samuel 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, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
5810 Tennyson Parkway, Suite 525, Plano, TX, 75024
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2021Customer Dispute
November 2007Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Samuel is a licensed insurance agent at Beacon Pointe Insurance Services, LLC, selling life and/or accident/health insurance products. This activity requires minimal time.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
Ironmark Advisors, LLC
Guidestone Advisors
Ameriprise Financial Services, INC.
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.
Exams
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