Eli Mitcham
Eli Mitcham is a registered investment advisor at Asset Lift Wealth Management, LLC, based in Cypress, TX, with 20 years of industry experience. Eli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 29 clients with $6.2M 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 | 1.15% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
Cypress, TX
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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 →Other Business ActivitiesSells Insurance
Eli is an independent insurance agent, licensed since 2000 to sell life insurance and fixed products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Asset Lift Wealth Management, LLC
Previous Registrations
Asset Lift Wealth Management, LLC
USA Wealth Management 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.